LPL Registered Principal and CERTIFIED FINANCIAL PLANNER™
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." Ayn Rand
This quote sums up perfectly the philosophy of LifePath Wealth Advisors.
I have been involved in this wonderful profession since 1988. This is a job that I love. Being a science geek...the numbers themselves are fun. Being inclined to life-coaching, the personal connections with my clients/friends is empowering. I know, that if I /my team do our jobs well...we help make a positive difference in our clients lives This is what drives me. This is my passion.
Being a Financial Advisor, one might think that money is the goal. Putting together a strong financial portfolio though is made significant when it is used to help work towards fulfilling those important values that we all have. I have recently taken the next step and become a CERTIFIED FINANCIAL PLANNER™.
The fulfillment of our goals leads to success. The fulfillment of our values leads to significance. My job is to help my clients blend those two in harmony and always keep things in perspective.
When not at work I am the proud father of 2 great kids, Brittany and Balen. I love to spend time in nature, hiking or kayaking. I’ve coached youth baseball and wrestling and can’t think of a better way to spend my time. Spending quality time with my family is always on top of my list!
Sometimes I also like to get muddy…in an obstacle course run. Or get out on a hike, or bike ride or run.