I’ve spent nearly a decade helping individuals and families build stronger financial futures, with the past six years dedicated to serving clients at WestPac Wealth Partners. As a Certified Exit Planner (CExP™), I specialize in business planning, where I guide owners of closely held businesses through retirement preparation, succession strategies, employee retention, and the complex financial decisions involved in owning and eventually transitioning a successful business.
What drives me most is working with motivated families and business owners who are committed to making intentional choices for their future. Whether it’s creating a comprehensive exit plan that optimizes value and taxes, or building a personalized wealth strategy that supports multi-generational goals, I enjoy aligning with clients who value straightforward guidance and long-term relationships.
A proud family man, I live in Wyoming with my wife and daughter. Raising our family in the West has deepened my appreciation for the hardworking, community-oriented values that define this region, from the open landscapes of Wyoming to the broader Western states many of my clients call home. I‘m actively involved in our local community because I believe strong financial foundations contribute to stronger families and communities.
My journey into financial services was shaped by growing up in & learning from a family of advisors and earning my Bachelor's in Finance, Marketing, and Small Business Entrepreneurship from Idaho State University. Playing offensive line for the Bengals taught me the importance of teamwork, resilience, and protecting what matters most, lessons I bring to every client relationship.
At WestPac Wealth Partners, I combine deep experience in business and personal financial planning with a genuine commitment to helping clients protect, grow, and transition their wealth on their own terms.
I welcome the opportunity to speak with motivated families and business owners from the Rocky Mountains to the Coast.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M98126 | 7870239.2 Exp. 04/28