I didn't start my career in finance – I started in service.
As a military veteran, I learned the value of discipline, strategic thinking and putting others first. That experience shaped my servant leadership mindset – understanding people's unique needs and tailoring my guidance to help them succeed. Today, I bring that same approach to financial advice, helping individuals and families make intentional decisions about the where, what and why of their wealth.
Two challenges often stand in the way of financial success. First, life is busy. Between careers, family and personal commitments, it's easy to delay asking, "Am I on track for the future I want?" Second, even with clear goals, the overwhelming number of financial options and economic uncertainties can make it difficult to know the best path forward.
That's where I come in. I take a holistic approach to financial advice, helping clients define what matters most, craft a personalized strategy and adapt as life evolves. My process focuses on five key areas essential to building, protecting and transferring wealth:
- Clarifying Goals – Defining what financial success looks like for you.
- Tax efficiency – Reducing unnecessary tax burdens.
- Risk Assessment – Protecting against life's uncertainties.
- Estate and Legacy Strategies – Ensuring wealth is transferred as you intend.
- Strategic Giving – Maximizing your charitable impact.
Whether you seek targeted advice or a more comprehensive strategy, I serve as your long-term guide, offering clarity and insight through life's financial decisions. I also collaborate with CPAs, attorneys and other professionals to help ensure your strategy is well-rounded and aligned with your goals.
At the center of my life is my family – my wife and our two daughters, who remind me daily of the importance of creating a secure and meaningful future. That same commitment drives my work, helping my clients have financial strategies that are built not just for today, but for generations to come. Backed by the strength of Edward Jones' century long legacy and advanced resources, I'm here to help you move forward with confidence.
As the saying goes, "The best time to plant a tree was 20 years ago. The second-best time is now." Let's start the conversation today.
~Will