As the President and Founder of Serving Others Financial, I specialize in comprehensive financial planning. I believe that all the pieces of a financial plan, such as investments, insurance, and estate planning, directly or indirectly affect each other. Without a thorough understanding of the full financial picture, I refrain from making any recommendations. With over 10 years in the financial services industry, my background includes being a former Captain in the United States Air Force, where I worked in contracts and acquisitions and served as an instructor. I have also gained experience in the staffing industry, focusing on finance, IT, and healthcare.
I am registered as an Investment Advisor Representative and hold insurance licenses in life and health. My academic journey began with a BS in Economics and Finance from Michigan Tech University, and I am proud to be a distinguished graduate of Air Force Officer Training School. Every day, I am motivated by the opportunity to serve others to the best of my ability. This involves providing education, maintaining full transparency, and using a platform that incorporates the full financial landscape. I focus on helping my clients build their wealth and legacy rather than my own.
Meeting with people and building long-term relationships through transparency and trust is something I absolutely love about my job. I have always had the desire to serve others and make a difference. I believe the greatest value I can provide for my clients is a thorough process with full transparency and honest advice, backed by statistical data.
A native of Ironwood, MI, I now reside in Franklin, TN, with my wife, Maxine, and our two calico cats, Loretta and Emmylou. Outside of work, I am actively involved with the Williamson County Chamber of Commerce and volunteering in worship bands at several churches across middle Tennessee. I am passionate about serving my community, as well as faith-based and veteran organizations. In my free time, I enjoy playing pedal steel guitar, fly fishing, and focusing on health & fitness.