Every Day I prepare for the unexpected and expected events in the lives of our advisors. I lead a team that stays ready to be the succession solution for Mutual Advisors. We work hard each day to earn trust and confidence so our advisors can leave a lasting legacy.
I Power Success through collaboration across Mutual. I get the privilege of working closely with Outsourcing, Investment Solutions, Succession Planning along with many other resources and tech available through Mutual. My team builds knowledge capital through real world application of resources with retail clients to create shared experiences, insights and perspectives.
Outside Mutual I’m madly in love with my beautiful bride who is an amazing kindergarten teacher. We are blessed parents of three children ages 9, 5, and 1. I am up at 4am daily to work out with a men’s group dedicated to becoming and helping others become better men. I enjoy playing basketball, serving inner city youth, and spending time with close family, friends and in community with others.
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