I’ve been a financial advisor working in a family business since 2020. My wife Megan works in the business with me and my father-in-law, we have a team of 5 at our office. We specialize in helping young families with retirement planning, life insurance, college education funding, and protecting your most valuable asset, your salary. We help business owners with business succession planning and employee benefits (401k & Health Insurance). We also help pre-retirees/retirees with planning solutions and Medicare supplement options.

I live in Springfield with my wife and our 4 kids (Jonah, Bodie, Harlyn & Bennett). Our weeknights/weekends are spent going to our kids youth sporting events, dance, boy scouts, youth group, gym and winding down with some popcorn & Netflix. We love the town of Springfield and are beyond grateful to call this our home. Reach out anytime if you need assistance with your planning needs or just an honest second opinion on your current plan! We don’t judge or believe that their is such thing as a bad plan, except for the plan that hasn’t started yet.