2017
Oklahoma State University – B.S. Biochemistry & Molecular Biology
Rensselaer Polytechnic Institute – MBA in Global Enterprise Management
CERTIFIED FINANCIAL PLANNER™️️️ Professional
CapTrust, Advisor, 2017 – Present
Henkel: Account Manager, 2012-2017
Where I’ve Been:
I became interested in commerce and how money worked by the time I was eleven, I found myself hired by several neighborhood families to manicure their lawns throughout the summer months. Just one year later, I wanted to prepare for the future and put my savings to work. With those thoughts in mind, I walked into the bank as a 12-year-old to meet with a financial advisor and invest my earnings in a Roth IRA. I am confident that God was preparing a way for me to be wise with my own finances, and eventually to work with others needing a plan to manage their resources.
I am married to my beautiful wife Carla and together we have three children, Carmen, Jaxon and Stetson.
In my free time, Carla and I enjoy volunteering together in the community, mentoring children and young adults, spending time at Lake Michigan, building our home library, traveling inside and out of the United States, and visiting family in Indiana and Oklahoma.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.