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Life has taken me on an unexpected journey, from a financially challenging upbringing to finding purpose in helping others navigate their finances. I grew up in a single-parent household where money was tight. In my late teens, I discovered a love for helping others.
Tragedy struck when my father passed away during my freshman year at Arizona State University (ASU). Although it was a difficult time, I received a stipend from his former employer each month as long as I continued my studies. I quickly realized the importance of basic financial planning – had he not taken the time to name me as a beneficiary, I wouldn’t have been eligible for the death benefit. After graduating from ASU with some savings to accompany the degree, I found myself unsure of what to do next.
Though I had studied to become a teacher, I ended up working with international students at ASU. While in this role, I visited 19 countries and learned how to relate well with people from all over the world. I observed that businesses commonly unlocked opportunities for people to pursue their dreams. The takeaway for me was to acquire a skill set that would benefit others and align with my interests.
As I got married, it was obvious from my experience with my dad that I needed life insurance and input on what to do with the savings I had accrued after his passing. I became interested in personal finance and sought guidance from a financial planner. I realized in those meetings that this was the profession I had been looking for. It involves trusting relationships, educating clients, and applying technical information to help them chart their course. Thankfully, this round of meetings ended up opening the door for me to join the financial planning industry.
Fast forward a decade, and I am still happily married to my wonderful wife, Amanda. Together, we have two endlessly energetic children, Macie and Zane. As a family, we’re involved in our local church and nearby school. We’re so grateful for all the meaningful relationships we’ve gained through our involvement over the years. Outside of this, depending on the day, you can find me playing pickleball, camping, or trying my hand at smoking briskets.
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