Years in the business: Since 2009
Education: Bachelor’s Degree
When did you start at MWM?: April 2015
Can you briefly outline your career prior to arriving at Modern Wealth Management?
I served as a stockbroker, central support supervisor (managed a client complaint team), and financial advisor.
What are your job duties?
Ensuring that my clients are holistically cared for and thriving.
What is your favorite thing about working at Modern Wealth?
The team! The team! The team! I’m very blessed and fortunate to work with great people.
Tell us about yourself and your family.
I’m happily married with four children. We live in the country.
What’s the most important thing in your life?
God, family, and clients
What are some of your favorite hobbies?
Hunting, fishing, golfing, and coaching my children’s sports.
Do you have charitable causes you support? If so, what are they?
My church, three different missionaries, and Oakland Family Services
Are you a member of an organization(s)? If so, what organization(s)?
The River Church
Are there any fun facts or interesting details about yourself that you think may help you stand out or better relate your ideal client?
I help my kids raise pigs, chickens, and turkeys.
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