I've been blessed to spend forty-five years in the financial industry, and my journey began with a simple introduction to a successful advisor who inspired me to pursue this path myself. That meeting changed the trajectory of my career and led me to discover my true calling in helping others with their financial lives.
Originally from Rockford, Illinois, I moved to Arizona as a child and have called this state home ever since. I attended Arizona State University, where I laid the foundation for what would become a lifelong career in financial services.
Throughout my four plus decades in this industry, I've had the privilege of advising clients on investments, retirement planning, distribution planning, and estate planning. But what I've come to appreciate most is that every client is unique, and their stories matter. Each person brings their own dreams, concerns, and circumstances to our relationship, and I've learned that truly understanding their individual narrative is essential to providing meaningful guidance.
What I enjoy most about my work is client interaction and building long-term relationships. There's something deeply satisfying about walking alongside families through different seasons of their lives, helping them navigate major decisions, and watching their financial plans unfold over the years. Some of my client relationships span decades, and I've had the honor of working with multiple generations within the same families.
When I'm not working with clients, I love spending time at our summer home in Pinetop, playing golf with my buddies, and most importantly, enjoying time with my five children and nine grandchildren. My wife Diane and I also love to travel together, exploring new places and creating memories that will last a lifetime.
I remain passionate about what I do because every day brings the opportunity to make a meaningful difference in someone's financial future. That never gets old.