For more than twenty years, it has been my privilege to help families uncover what is most important to them, create personalized strategies to achieve those goals and partner with them throughout their lifetime to help keep them on track.Don’t worry if you cannot clearly articulate your goals right now. My greatest pleasure is helping you think of possibilities you may have never considered, while also identifying potential blind spots that threaten to derail your strategy and helping you prepare accordingly.I'm supported by Sr. Branch Office Administrator Niki Lester. We’ve been working together for the past decade helping families like yours. You’ll hear from both of us several times throughout the year, at intervals that work with your schedule, as we partner together to continuously improve your experience. Along with Niki, I’ll be working with the other trusted members of your financial team such as your CPA and attorney, as we bring together our collective expertise to better serve your needs.My wife, Michelle, and I were married in 2007, and have two children, Carter and Jackson. Their extracurricular activities keep us very busy. When we do get some down time, we love to ride our bikes together as a family. The boys and I are also addicted to anything car-related. You’ll likely run into us at Cars and Coffee events throughout the area.My process begins with a discovery meeting, which has no preset agenda. It’s simply an opportunity to talk about where you are currently, find out what is important to you and see if we’re a good fit. Niki and I look forward to hearing from you soon.