Since 1995, I have been blessed to work with caring clients who invest their time, talents, and treasure in their families and the communities where they live. Every client has unique needs and goals, providing the opportunity to create something different and make each day an exciting challenge. In my personal time, I often find myself building or improving my home and farm. Similarly, that same engineering mindset translates to helping clients find the best combination of strategies and tools for their financial situations. At PalomarWealth, we build comprehensive plans to help clients accomplish their dreams and wishes.
I am fortunate to have the privilege to lead our team of 12 professionals who are dedicated to helping our clients achieve their goals. A caring spirit is rare to find in today’s world. I am grateful to be part of a team who personifies this gift and many more.
In my spare time, you will find me outside hunting with my bird dog Max, fishing with my family, working in my shop, or helping on our farms. My favorite Bible verse is Philippians 2:3. "Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves."
- B.S., Illinois State University
- Series 6, 7, 63, 66, SIE
- Life & Health License
- Volunteer, Wildlife Prairie Park (Outdoors with heavy equipment & tools)