As Managing Partner at Pisces Wealth, I specialize in helping families and business owners who have worked hard to build a life of significance and want to ensure that success creates security, opportunity, and legacy for generations ahead. Many of the people I serve are navigating increasing complexity: multiple income sources, rising responsibilities, business decisions, family transitions, and the emotional weight that comes with stewarding wealth for the next generation. My role is to bring clarity where there is overwhelm, structure where there is disorder, and informed guidance where emotions can easily derail even the best intentions.
My mission is simple: to empower you to live an abundant life. Not just financially, but in every way that matters – with the freedom to make confident, purpose-driven choices knowing that your finances, relationships, and goals are working together in harmony.
I initially entered the financial services industry to help people build a future they didn’t know they were capable of. Today, my “why” comes from experience. I’ve had second chances, found mentors at the right time, and learned the value of hard work and resilience. Those lessons shape how I lead, helping others recognize their potential and take the steps to bring it to reality.
What I’ve learned is that financial decisions are rarely just about money. They’re about emotions, relationships, values, and the life you want to create. I view myself as a calming presence and lifelong coach who walks alongside you through every season, helping you navigate complexity and make choices that feel right.
That’s why I created the 4F Framework, connecting Fitness, Finance, and Food, then bringing them together to FIT your life. I believe wealth isn’t built in isolation. The same mindset that creates balance, health, and fulfillment also creates sustainable financial success. When your whole life is aligned, your money follows.
It’s that philosophy that shaped The Pisces Wealth Process™, which provides a clear and engaging path forward by clarifying what matters most to you, then organizing every detail of your financial life into a comprehensive, easy-to-understand snapshot. From there, we help you make informed and emotionally grounded decisions through The Empowered Choice. As life evolves, The Future Success Builder allows us to test scenarios and adjust strategies with intention. And woven throughout is Lagniappe, the extra research, creativity, and proactive thinking to uncover new opportunities that support your long-term growth and legacy.
I earned my bachelor’s degree in Personal Financial Planning from Kansas State University, which gave me both the technical foundation and the understanding that this work is as much about people as it is about planning. Outside of the office, I live an active life grounded in the same values I bring to my work. I enjoy working out, practicing Krav Maga, traveling, cooking, hunting, and spending time with my wife, Kat, and our two daughters, Hadlee and Sawyer.
