Born in the heartland of the Midwest, raised in rural Arizona, living all over the US and world has shaped me. This upbringing not only honed my work ethic but deeply ingrained in me a commitment to serve God and people.

From the age of 14, entrepreneurship has been my calling. Starting with lawn mowing in my community, a carpet cleaning service by 16 and stepping into the real estate sector at 18. By my late 20s, I owned a construction business, a restaurant, and even a movie theater.

It is my absolute joy to serve people, their families, especially business owners. I am here to help you build a sustainable business, create a legacy and devise a strategic exit plan, providing immense value to both your personal and professional life.

I currently serve:
• Small to mid-sized business owners in the Trades and Service industries.
• High-income individuals with intricate financial needs.
• Successful professionals eager to build and maintain long-term wealth.

Let's discuss how we can secure your financial future and prepare your business for a prosperous transition. Whether it’s establishing a personal financial plan or creating a valuable exit strategy for your business, I’m here to guide you every step of the way.

Remember, the best time to plant a tree was 30 years ago. The second-best time? Today.

Let’s embark on this transformative journey together. Please reach out to begin a conversation that could redefine your future.