The first question I ask every client is, “What is the purpose of this money?” Once your needs, wants and wishes are written down, the rest of the plan follows from them, from the accounts you hold to how you draw income and manage taxes. I work closely with the other professionals in your life, including your CPA and estate attorney, and I especially enjoy planning across generations with my clients and their heirs.
I began my career as a financial advisor in 2010, directly out of college, working with retirees, families nearing retirement and business owners. Along the way I led the training of new financial advisors in Charlotte and Raleigh, North Carolina. I lead Ensemble Wealth Coastal in Pawleys Island.
I earned a BA in Business Management from Westminster College in Fulton, Missouri.
I serve on the board of Smith Medical Clinic and have been involved with Lions Club, Rotary and BNI.
I grew up at the Lake of the Ozarks in Missouri, where my parents left their professional careers to buy a family resort. We all worked, and we still sat down for every meal together, which is where my work ethic and my belief that family comes first both began. My wife, Lauren, and I have two boys, Bennett and Bailey. You can find us at the pool, at the beach or on my parents’ boat on the Lake of the Ozarks.
I want every client to know how much we value their trust and confidence, and how much their family means to mine.
