Background
- CERTIFIED FINANCIAL PLANNER® professional since 2015.
- Focuses on investment allocations, complex strategies, and insurance reviews.
- Explains the technical workings of a plan or investment strategy.
- Prior to joining GFS Advisory in 2012, was a reinsurance actuary.
Other Facts
- Loves all spreadsheets.
- Aspires to have hobbies, but he is blessed that four young children take up his time.
- With his wife, he has led small groups at 12Stone Church since 2009.
- Enjoys all outdoor activities.