About the Founder

I work with people within ten years of retirement and people who are already retired. Those are the years when the real questions show up: how much can I spend, how do I turn what I've saved into income, and how do I keep taxes from quietly becoming my biggest expense?

If you're still working, the focus is pursuing growth, reducing risk as retirement gets closer, and setting up your accounts so you have tax options later. If you're retired, I build the income plan and keep refining it as markets, tax law, and required distributions change.

I chose this focus on purpose. It's the work I enjoy most, and I'll happily spend an afternoon on withdrawal order, the timing of a Roth conversion, or when to harvest capital gains and losses. It's also where planning matters most: once the paychecks stop, there's less time and income to recover from a mistake. And keeping my focus narrow means I work with fewer households, so I can be closely involved with every client I have.

I also work with families navigating an inherited IRA. Inheriting a retirement account comes with tax rules and deadlines most people have never had to think about, and getting it wrong can be costly. I help heirs understand the rules, build a tax plan for the withdrawals, and keep the money invested along the way.

Before this, I spent 11 years coaching college football. Calling the play is the easy part of coaching. The real work is teaching players why it works, so they can run it with confidence. I plan the same way. You'll see the reasoning and trade-offs behind each recommendation, so you understand your plan instead of just following it.

Why I Started Priority Financial Planning

I didn't set out to start my own firm. But the more time I spent in this industry, the clearer it became what I wanted to build: a firm where people are never just a number on a book of business, where the size of someone's account doesn't determine the quality of care they get.

It wasn't a decision I took lightly. I was afraid to do it.

My wife encouraged me to seriously consider it, and over time I became more convinced this was the direction I was supposed to go. My faith is part of that story, not because I'm building a firm only for people who believe what I believe, but because I believe this work is one of the ways I can care for and serve others.

I hold the Chartered Retirement Planning Counselor® (CRPC®) designation through the College for Financial Planning, and the Fundamentals of Alternative Investments Certificate through UniFi by CAIA™, which supports my work with structured income strategies for clients in and near retirement.

Start With a Conversation

If you're within ten years of retirement or already there, and you want to know whether your savings, income, and taxes are working together, I'd be glad to talk. We'll start with where you are today and go from there.