Why do I love my job?
I love my job because it allows me to empower people to take control of their financial future through the Infinite Banking Concept. Helping clients shift from confusion to clarity, coaching them to build wealth on their terms, and seeing their confidence grow is incredibly rewarding. Every day, I get to blend strategy, teaching, and connection, allowing me to make a meaningful difference in people’s lives.
When I’m not at work, you can find me…
Spending quality time with my family, whether it’s playing with my kids or enjoying a quiet evening with my wife. I also love diving into a good book or doing something kid friendly or active in the great outdoors. Our family is focused on following Jesus Christ and are involved at our local church in worship, community, and fellowship.
How does what I do impact others?
My work helps clients break free from traditional financial constraints, giving them tools to create wealth, security, and freedom through dividend-paying whole life insurance and Infinite Banking strategies. By simplifying complex concepts and guiding them with empathy, I enable families and individuals to make informed decisions, reduce stress, and build legacies.
Two favorite things about my life journey so far?
- Starting a family with my wife, Ellen — I married my best friend and I love doing life with her. The biggest adventure we have done together is becoming parents. Becoming a parent has taught me patience, perspective, and the importance of living with purpose for those I love.
- Discovering my calling in financial coaching, especially Infinite Banking, which has allowed me to combine my strengths in communication and problem-solving to serve others in a way that feels authentic and fulfilling.
What type of clients do I enjoy working with?
I enjoy working with curious, open-minded clients who are eager to learn and take action—whether they’re families planning for the future, entrepreneurs seeking financial flexibility, or individuals tired of cookie-cutter advice. I especially connect with those who value trust, appreciate straightforward guidance, and want to build a long-term partnership to achieve their goals.
