I am a blessed father of 5 exceptional children and devoted husband to my lovely wife Jo. Our children are pursuing professions such as engineering, law and medicine while my wife serves others as an oncology nurse caring for the most vulnerably ill in our community. I have devoted my career in the service of others in financial planning and wealth management.
When I was in my teens my father would take me with him when he would visit with his advisor and I learned very young the value of having someone who provided guidance and counsel with a family’s financial objectives. The results were that my father and mother were able to fully provide for my and my sister’s college educations as well as preparing themselves for a comfortable retirement. The legacy of my father is in me as I am committed to helping others by providing thoughtful and compassionate advice to support their family and financial objectives.
The financial industry can be very complex and confusing for most. One of the many reasons that I have chosen to be part of the Carson Wealth team is that we share an ethos of making the complex – simple. I have learned over many years that clients often find themselves with either too little or in some cases far too much information to make informed and confident decisions about their finances. The Wealth Advisory team is committed to provide straight forward advise in a common language that clients can understand and absorb. We will always be transparent in counsel and fees when working with our clients. Most of all you get our team, not a single advisor, but a collaborative team of experienced professionals such as financial planners, insurance professionals, tax advisors, estate attorneys and wealth advisors all working for you to provide the advice and support necessary to make the critical decisions that impact your family.