20+ years of financial planning background. Real estate experience in new single family development, multifamily syndication, and short term rentals owner. Married to high school sweetheart and have 2 daughters age 21 (senior in college) and age 14.  

As a wealth strategist, I work with business owners & real estate investors on managing their cash flow and liquid assets through the most efficient strategies. Education is the foundation of our relationship with clients. We teach the Infinite Banking Strategy and how to create cash flow from multiple asset classes. Understanding all of the options allows our clients to find what fits their needs best.