After the loss of my father (and business partner), I saw firsthand what happens when a plan didn't work the way it was supposed to. Trying to hold a suddenly complicated situation together, I knew that there had to be a better way.

Ultimately, I knew I wanted to help families and small businesses build a plan and ensure it is implemented and funded.

I enjoy working with those approaching retirement and business owners. I particularly enjoy working with farmers and landowners planning for what's next.