As a child, I was the 4th youngest person to recite the first five hundred digits of pi. As an adult, I am still a leader in my field. I use my unique mathematical gifts and analytical skills to make people’s financial lives easier and more secure. In every interaction, I strive to help clients empower themselves to make good financial decisions, specifically in retirement planning. I use a full array of financial planning tools and cutting edge analytical techniques to ensure my clients have the information and advice they need to make a confident decision about their financial futures. Not everyone’s financial needs are the same, and my understanding of this principle comes through in the customized, attentive care I gives to each of my clients.
Beyond finance, I also enjoy studying psychology, with a special interest in the ways people make decisions. By far the most interesting pattern I’ve observed is that the failure to plan is a plan for failure. This unique insight helps me keep clients safe from impulsive decisions. Impulsive decisions are the opposite of sound financial planning. Making a carefully considered plan with the best information available keeps my clients from making reckless decisions when they’re under stress. As American Civil Rights leader Barbara Jordan reminds us, “It is our reason, not our passion, which must guide our deliberations.”
I graduated from the University of Missouri with degrees in Finance and Economics. I went on to study Financial Planning at Southern Methodist University. I’m proud of what I’ve accomplished so far, but I continue to strive to make a positive impact on as many lives as I can. One way I do that is being head of a financial technology company. There, my holistic planning and human-focused expertise are utilized in homes around the country.
Outside of work, my interests take me back to nature. I enjoy golf, tennis, skiing, and mountain biking. I draw my energy and inspiration from being outside, and from wife, Claire.