About
In an industry where investments and insurance are constantly butting heads, I've set myself up to do everything for my clients with no bias in mind. Having the ability to do both the wealth building and the protection allows me to sit down with clients and truly help them accomplish their financial goals, while also eliminating financial concerns.
I love having the opportunity to build relationships with the individuals I sit down in front of. Too much of this indsutry can be pushing products and chasing commissions. I entered this career to help people and be their go to guy with anything they hope to accomplish financially.
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Frequently asked questions
What is your typical process for working with a new customer?
Before going through any kind of "process", I think it is important to know who a new customer is sitting down with and it is important for me to know more about who I am working with. Our initial conversation would just be getting to know eachother and determining whether or not it makes sense to work together.
What education and/or training do you have that relates to your work?
Life & Health License
Partnered with CFP's, CPA's, IAR's, and RICP's
Do you have a standard pricing system for your services? If so, please share the details here.
There is no cost to clients for meeting with me.
How did you get started in this business?
I've been in the industry since graduating from Franklin College. Entering my third year in the career. I work with partners who have 20+ years of experience that are in many of the conversations I have with clients.
What types of customers have you worked with?
I've worked with individuals in every step of life. From just entering the work force looking to start saving, all the way to a retiree looking to get the most income and protect from extended care concerns.
Describe a recent event you are fond of.
I enjoy giving back to the community. Recently I had the opportunity to work with Camptown to allow underprivilaged children the opportunity to visit a state park and walk trails, play games, and experience nature.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for an individual with no bias to what they can do for you. They should be able to talk with you about every aspect of your financial life and if they only focus on what direct area, they may not be doing the best planning.
What questions should customers think through before talking to pros about their needs?
Think about what you want your experience with an advisor to look like. This is a relationship that you will have to many, many years and we want it to be as successful as possible. If you have thoughts and ideas to making that happen, it always helps!