I have been in the financial services industry for almost 10 years now. I started with some of the largest companies in the industry, AIG and MassMutual. During those 10 years I was mentored by a team with over 100 years of combined insurance experience, which allowed me to experience. In 2022, I met Chris Kirkpatrick on his journey to battle IUL’s and aligned with his mission of educating agents and individuals on the financial misinformation that is spread in the industry.
We believe in financial efficiency and aligning your money with your values and beliefs, and that setting a strong financial foundation is pivotal to creating financial freedom. My first mentor once told me, " It is really easy to plan for everything to go right, it is hard to plan for all the things that can go wrong in life." This is why a strong financial foundation is important. I graduated from Florida State University where I met my wife, and we have been together now for over 10 years. Our daughter was born in 2023, and we are excited for our family to continue to grow.
People would say I am certainly more of a detailed numbers guy, when it comes to the planning, but I enjoy solving complex problems that people find themselves in. It's like solving a unique puzzle every time to align people on the path that they truly want. Family is most important, but I hope to educate others on how to build generational legacy, by focusing on heritage and not inheritance. I look forward to helping more families on their path to financial freedom, no matter what that looks like to them.
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