Why pay someone to manage your investments, when you could do it yourself?
01. Independent
We Work for You!
02. Fee-only
No Hidden Fees or Commissions!
03. Fiduciary
Your Interests Always Come First!
Helping People Dream It, Plan It, & Do It!
What a journey! As a homeless teenager I had big dreams. I wanted to raise a family, become financially independent, see the world with my future wife, and build a business helping others to do the same. At age 39 my vision became reality. This was accomplished thru careful planning, sacrifice, God’s grace, and hard work. I have the privilege and blessing to work with great people doing great things and making the world a little bit better than they found it. I get to help them realize their vision of an ideal retirement by sharing the gifts that God has given me. Wishing you the best of journeys!