As a CERTIFIED FINANCIAL PLANNER professional, I help my clients develop clarity of vision and a detailed plan to actualize that vision. It's a gift to be able to make a living doing what you love most and do best. For me, that's using sophisticated financial analysis and creative strategy to ultimately help people achieve their most fulfilled and purposeful life. I have a background as a U.S. Navy helicopter pilot, Afghanistan combat veteran, and Pentagon Defense budget analyst. After my Navy career, I continued my education and experience in entrepreneurship & business, finance, and ministry. This diverse background has given me a unique perspective, and the ability to combine the "Macro" with the "Micro"; seeing how both the big-picture and the practical details work together in...
CERTIFIED FINANCIAL PLANNER™ at Velerity Wealth