Since 1993 when I began my financial services career, I have been dedicated to helping both individual investors and business owners pursue their financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, I am committed to high ethical and professional standards in guiding and advising my clients. As a Certified Kingdom Advisor ®, I am passionate about applying timeless, biblical wisdom to the financial advice I offer my clients. I am a veteran of the United States Marine Corps and retired as a Major in 2007 after a 25-year career in both active duty and reserve capacities, including a year of deployment in support of Operation Enduring Freedom. I am an avid and lifelong learner, and I hold Masters degrees in Business and Management as well as International Relations. I am currently working towards my Doctorate in Strategic Leadership through Liberty University.
When not serving my clients, I have enjoyed volunteering my time with Junior Achievement of Southern Massachusetts, where in the past I have served on the board of directors as well as teaching High School Senior economics students about personal finance and success skills.
My favorite way to spend my time is with my family. My wife, Heather and I are active members of our church. Heather and I have been married for 35 wonderful years, and it has been the joy of our lives to raise our four daughters and now to see them with families of their own. We are blessed with ten beautiful grandchildren who bring immeasurable joy to our lives. I am blessed to have two of my daughters, Erin and Kelsey, working alongside me.