Since 1994, I’ve helped families and business owners build, manage, and preserve wealth through personalized financial planning. I focus on strategy—not product sales—using a comprehensive, macroeconomic approach to align plans with each client’s unique goals.
As a Financial Consultant at JBA Wealth Management, I provide clear, actionable guidance across investments, insurance, and financial products, with the aim of improving confidence, cash flow, and long-term success. I believe in transparent, results-driven advice—not fee-based models that may not reflect true value.
Outside of work, my wife and I enjoy the peace and clarity we find in the mountains—a reminder of the value of balance and simplicity in life
Licensed in the following states:
Securities: AZ, CO, FL, IN, KS, MN, MO, MT, NC, NE, NM, OR, SD, WY
The American College LUTCF
LUTCF (Life Underwriter Training Council Fellow): The LUTCF educational program includes required ethical training and five elective courses chosen from such topics as meeting client needs, serving personal markets, essentials of business insurance, annuities, long-term care, life insurance products, and retirement, investment, and estate planning. An LUTCF has studied the fundamental skills required for an insurance agent and must adhere to an ongoing ethical standard when serving clients.