I love what I do. I get to teach everyday and help solve problems that really confound some people. In addition to teaching and planning with clients, Jason Bernal and I manage our investment process and allocation models. This is something that’s pretty unique to our firm and really separates us from other planners or brokers in our area.
I specialize in helping families manage an inheritance. I was born and raised on a dairy farm in rural Henry County, Ohio where I learned how to work (my dad still outworks me and my grandpa still outworks him) and I currently live in the city of Defiance. My wife Amanda Jo and I have four daughters: Vada, Rosamund, Leona, and Minnie. When I’m not financial advising I’m spending my time with my family, worshiping at Peace Reformed Church, dunking basketballs, dead-lifting, reading, streaming movies and tv, and/or playing music.