Raising Financially Smart Kids Without Taking Away Their Childhood
One of the joys of being a dad is watching my three boys grow, explore, and figure out the world on their own. At the same time, it comes with a big responsibility: teaching them how to manage money. As a financial advisor, I know how important it is to raise financially smart kids—but I […]
Faith and Finances: What Stewardship Really Looks Like in Today’s World
When most people think about money, words like saving, investing, or budgeting come to mind. But when I think about money through the lens of faith, another word stands out: stewardship. To me, stewardship isn’t just about managing dollars and cents. It’s about recognizing that everything we have—our time, our talents, our resources—is a gift, […]
Independent Advisor Insights: Building Trust and Tailored Strategies
When people think about financial advisors, they often picture a big firm with a big name, maybe even a fancy office with glass walls and high-rise views. And while there’s nothing wrong with that, it’s not the only way financial advice can be delivered. In fact, more and more advisors—including myself—have chosen the independent route. […]
Faith, Values, and Finance: Aligning Investments with What Matters Most
When most people think about financial planning and investing, they picture spreadsheets, stock charts, or news headlines about the markets. And while those things are part of the process, I’ve found that real financial planning goes much deeper. At its core, it’s not just about the numbers—it’s about what matters most to you and your […]