About me
No one starts working for a church for the money and the fame; at least I didn’t. I love seeing lives changed by serving and educating people, and that is why I became a pastor and worked in ministry for 15 years. It was difficult to financially support a growing family on a pastor’s salary so I always had other income opportunities that I utilized.
I was pastoring a church and running one of my companies when 2020 hit. As difficult as that time was for all of us, it was very hard for someone whose livelihood depends on mass gatherings. Unable to meet people and to run my church or my other business, I dabbled in day trading and I fell in love. I became very proficient at the market and technical analysis, and I doubled my money three times. I also lost it all twice which is why I do not recommend day trading!
I became so good that friends, family, and strangers on the internet (seriously) started asking for financial advice. I decided to step away from ministry to start a financial planning practice to help good people live the good life. If you are charitably minded, a public servant, lead a non-profit or a mission minded business, we should talk.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
