I began my career in 1996 at the age of 22, working at a large firm for 15 years. In 2012, I decided to start my own firm, committed to creating a business that prioritizes the customer. Married to Kama, we have four wonderful children. My journey through the “school of hard knocks” in investing has been shaped by experiences such as the internet bubble and the 2008 financial crisis, which have imparted invaluable lessons. Over time, I have chosen to move away from selling products like universal life, annuities, and mutual funds.

 

I specialize in helping business owners navigate the complexities of business management. My expertise lies in advising on investments, providing tax consulting, and guiding clients toward expert legal teams.  Outside of work, I cherish time spent with my wife and kids and enjoy working on my farm. Additionally, I have a passion for racing mountain bikes across the country.

 

In my professional life, I am most proud of practicing what I preach. I have invested in several businesses, real estate, stocks, and bonds, adhering to my motto: “If it’s good for you, it better be good for me.” I view myself as a consultant for both business owners and individuals, assisting them in making decisions across all areas of life, including buying cars, finding contractors, purchasing homes, and avoiding financial pitfalls