Why do I love my job?

I always start by asking, “How can I help you?”—because it truly is my passion. As a teacher at heart, I love partnering with people who want to improve their financial lives. There’s nothing more rewarding than watching someone take action and transform their future—whether that means strengthening their family’s security, growing a business, or realizing a long-held goal. Even better is seeing our clients come together as one big, supportive community—lifting each other up and celebrating every milestone. It’s an honor to be part of the Ascendant team and to serve our clients in this journey.

When I’m not at work, you can find me…

I’m happiest when I’m cruising on my motorcycle—whether it’s my daily ride to the office or an open-road adventure on the weekend. At home, you’ll often find me tucked into a favorite chair, diving into Scripture and preparing to lead our monthly Sabbath fellowship, which I’m honored to host. As a lifelong learner and teacher at heart, I’m continually exploring deeper insights into IBC and financial strategies—topics that fascinate me—so I can guide others more clearly and confidently.

How does what I do impact others?

What truly drives me is witnessing the shift in mindset we spark in our clients. When they embrace the Infinite Banking concept, it not only transforms their own financial future but also leaves a lasting legacy for their children and grandchildren. Guiding someone to establish a tailored life insurance policy—one that works for their needs today and grows with them over a lifetime—is, in my opinion, the fastest path to millionaire status. And there’s nothing more rewarding than watching that strategy come to life.

Two favorite things about my life journey so far?

I’d say two of the most meaningful moments on my journey have been: first, finally taking up motorcycling at age 54.  I wish I’d started sooner, but every ride now reminds me it’s never too late to pursue your passions, and second, partnering with my wife, who has been my greatest supporter. We’re wonderfully different in so many ways, yet those differences have helped us grow stronger, healthier, and more in love every day.

What type of clients do I enjoy working with?

I’m most energized when working with warm, family- and faith-centered professionals: men and women in their late 20s to mid-50s who are building six-figure careers and steadily advancing. They keep their eyes on the big picture, not buried in every single digit, and love a clear, relatable story to help “catch” the Infinite Banking concept. Even better, they’re the kind of generous, welcoming people who naturally introduce friends and colleagues to our team, so together we can transform more lives through this powerful process.

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