I help my clients put their financial dreams into focus through sound financial planning.
Life is full of noise and distractions; my job is to help you focus on what is important to your financial future. I help my clients make sure they have a solid financial foundation and a clear understanding of what it will take to get to their destination.
Many advisors brag about how much money they can make you, but that isn’t realistic. My job is to listen to your goals, learn about the risks you face (including those you may not be aware of), and evaluate what it will take to pursue your goals. Everyone deserves a plan that allows them to sleep at night, without worrying if they made the right decision!
I specialize in working with those who want to save for their future while they are working, generate a cash flow from their investments during retirement, and maintain their wealth throughout retirement.
I earned a bachelor’s degree in Business Administration (with an emphasis in Finance and Management) from Columbia College. I stared working for Central Bank in 2009 and joined Central Investment Advisors in 2014. In 2016, I completed the exhaustive requirements necessary to earn the accreditation as a CERTIFIED FINANCIAL PLANNER™ professional.
Away from the office, my wife Sarah, daughter Audry, and I can be found hiking through the State Parks, biking on the Katy Trail or spending a day on the family farm.
- CERTIFIED FINANCIAL PLANNER™
- Licenses - Series 7 & 66 - Held with LPL Financial
- Graduate of Columbia College with a Bachelor’s in Business Administration
Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Most people think all financial planners are “Certified,” but this isn’t true. Anyone can say they are a “financial planner”. Individuals who fulfill requirements established by the Certified Financial Planner Board of Standards, Inc. have demonstrated a high level of competency, professionalism, and ethics. Only those financial advisors who have completed the rigorous education and testing requirements can claim the CFP® distinction.
What can you Expect Working with a CERTIFIED FINANCIAL PLANNER™ Professional?
CFP Board Rules of Conduct require CFP® Professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary.”
Your personal information is safeguarded and never shared with anyone without your prior written approval.
Fees and costs associated with any investment plan or product are disclosed to you prior to being charged or collected
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Education planning
- Risk management
- Tax strategies
- Gifting strategies