I like to say, "I'm a nerd in your corner!" Financial planning has been my study for many years now. After getting my Bachelor's degree in Personal Financial Planning, I also earned the Certified Financial Planner (CFP®), Wealth Management Certified Professional (WMCP®), & Chartered Financial Consultant (ChFC®) designations to further my understanding of financial planning and tax-efficient strategies.
After a while of working for both large and small financial firms, I decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners & investors deal with, along with the tax implications of retiring were not being adequately addressed. With the support of my lovely wife Katie, I founded Focal Point Financial Planning, LLC. Now I can better serve clients by looking where other advisors won't, helping clients breathe easier about taxes and where their dollars are going.
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