As a young professional who was trying to find every opportunity to build wealth, I understand how noisy the financial world can be. Whether you're just starting out, a decade into your career, or about to sail off into retirement, financial planning should start with what you want out of life. How would you life the next ten years if you knew that was what you had left? I was raised by amazing parents who taught me about the opportunity to help others. In 2018, I was reminded of how short life is when my father passed away suddenly. The loss of my father was a reminder to spend as much time as possible with my amazing wife, Leigh, and two kids, Abigail and Jacob. We are constantly looking for new ways to inspire our children and give them new opportunities to experience the world.
I’m also an avid mountain biker, bourbon drinker, and Carolina Panthers and Chicago Cubs fan. Most importantly for our clients, I’m a CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor Representative of Alphastar Capital Management. No matter what you want your life to look like, our process helps you define that vision, find ways to maximize the money you have, and to build your vision into a reality.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Two Waters Wealth Management, LLC. Two Waters Wealth Management is a separate and unaffiliated entity from Advisory Alpha. While tax and legal issues may be discussed in the general course of financial and investment planning Advisory Alpha does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.
Members of the Investment Team work directly with our firm and personnel but are licensed with Advisory Alpha LLC, a SEC Registered Investment Advisor. The Investment Team is not necessarily involved with the research, due diligence, and portfolio management functions related to all investment products or solutions used for each client. CFA® is a trademark owned by the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP board’s initial and ongoing certification requirements