Most people assume I got into this business because of money.
But honestly… it started in a steel foundry.

I was 15 years old, working in a steel plant in Louisiana. Hot, loud, long days. The kind of place where you learn quickly that nothing is handed to you—you earn it. My dad was a senior executive there. But one thing he didn’t teach me… was how to build wealth. So I figured that part out myself.

I worked. I saved. I paid for almost all of my college on my own—no debt, just discipline. And that experience stuck with me. Because I realized something early on:

Working hard doesn’t automatically lead to financial security.

You can do everything “right”… and still not have a plan.

After college, I went into technology. It made sense on paper—but something was missing. I didn’t want transactions. I wanted relationships. I wanted to help people make decisions that would shape the rest of their lives. That’s what led me into financial planning. And over time, I realized what I’m really here to do:

Not just grow and protect assets—but help people build a financial life that actually fits them.

Because no two people are the same. No two retirement plans should be either. That’s why I focus on creating what I call a one-of-a-kind retirement plan – something built around your risks, your goals, and what actually matters to you.

And the truth is…I don’t think I’ll ever fully “retire.”

Because every time I sit down with someone, there’s a real opportunity to make a difference—
to help them avoid mistakes, reduce stress, and feel confident about their future. And to me that feels just as important as fishing or bike riding. That’s meaningful work.