I want you to understand what I’m doing and why.
I've spent my career around business, entrepreneurship and money. Today, I help successful people step back from the individual accounts and decisions and look at what their wealth is actually supposed to accomplish.
You can be involved in every detail or let me do the heavy lifting. Either way, I want the strategy to make sense when I explain it.
Start with you. Not a product.
I believe successful people make great decisions when they can clearly see their options. My job isn’t to make every decision for you. It’s to give you the clarity to understand your options and decide which path makes the most sense for you.
Before talking about an investment, I want to know what you're trying to accomplish, when you'll need the money, what risks actually matter to you and how the rest of your financial life fits around it.
The point is clarity, not making finance your new hobby.
Business experience first. Wealth strategy today.
I’m a fee only wealth advisor and Investment Adviser Representative with RIPL Wealth, LLC. Before wealth management, I spent years owning, operating and working alongside businesses. That experience shapes the way I think about capital, risk and financial decisions today.
I have passed the Series 7 General Securities Representative Examination and the Series 66 Uniform Combined State Law Examination.
I take the work seriously. That doesn’t mean we can’t have some fun along the way.
When I’m not talking about money, there’s a good chance I’m doing something competitive. Golf, pickleball, F1 and youth sports tend to get most of my attention.
I also love coaching youth sports. There’s something pretty rewarding about helping a young athlete learn to compete, handle adversity and realize they’re capable of more than they thought.
But the most important parts of my life are my faith and my family. I’m a husband and dad, and my Christian faith plays an important role in how I try to live, serve people and approach the work I do.
Don’t worry about gathering statements or getting everything organized. Let’s start with a conversation.
Tell me what’s on your mind, and we’ll figure out what we actually need from there.
Start the Conversation →