- Financial Needs Analysis
- College Funding
- Life Insurance
- Retirement Funding
- Long Term Care Insurance
- Disability Insurance
- Fixed Income Needs
- Financial Literacy
- Life and Health License
- Series 7, 63, 65, 24, 6 Securities Registration
- Registered Representative and Investment Advisor
- Representative of Securian Financial Services, Inc.
- Certified in Long Term Care
- GAMA Member
My passion is to serve others by helping them achieve their vision of success. As a Managing Director at Shoemaker Financial, I have the privilege of empowering both clients and advisors to align their intentions with their decisions. I believe the future is fundamentally unpredictable and that our decisions today bring consequences tomorrow, so it’s important that our habits reflect our desires for the future. So that’s what I do; I help people create better habits that ultimately can lead to their financial success. I can help create a greater awareness in many areas of a client’s financial picture by leveraging our team here at Shoemaker, as well as other industry professionals, so that our advisors and clients can make appropriate decisions for themselves. I have over 10 years of experience helping others in this capacity. I don’t take for granted the trust and vulnerability required in having authentic conversations regarding money and its emotional ties to what we desire in life.
My promise is to keep our conversations confidential and never ask you to make a decision you are not comfortable with. I look forward to the opportunity to serve you and your family. My beautiful wife, Libbee, and I have been married for 10 years and have been blessed with two boys, Easton and Nolan. We have been members of Hope Church for those same 10 years where I serve in the Men’s Ministry. I’m a proud dad that enjoys coaching my boys (t-ball currently), date nights with Libbee, softball (because I still try to be somewhat athletic), golf (because I love hitting balls into the water) and reading about how to be a better me.
Education and Experience
- Graduated from University of Memphis with a BA in Finance
- Served on the Real Men Wear Pink 2017 Class (American Cancer Society)
- Serve on the Board for the Men's Beast Feast at Hope Church
To schedule a time with me, click here