As fond as I am about serving my country as a U.S. Marine for the past 20 years, I’m equally fond of the skills the experience have imparted, which have made me a better business professional, leader and mentor to others. Core tenets of military life —teamwork, loyalty and accountability — are valued in my firm, with the results being a culture that embraces teamwork, and understands the importance of utilizing the strength of everyone. Partnerships between advisors yield heightened perspectives and experience, and ultimately better and more holistic solutions to our clients. Similarly, partnerships forged between our clients and advisors enable us to become resources for life.
My personal mission as the Lighthouse Wealth Solutions leader is to drive continuous growth by encouraging education and skill development, leveraging the expertise and capacity of each advisor through teaming and joint work, and fostering an environment that makes it easy for our advisors to successfully build thriving and healthy practices. Every day we strive to improve and simplify our business processes to provide a better client experience and forge stronger bonds in our communities.
As I moved up through the ranks of the United States Marine Corps, I’ve learned that collaboration and accountability produce better outcomes for all. Even today, serving as a lieutenant colonel in the U.S. Marine Reserves, I find my passion is helping others bring out the best in themselves, particularly through leveraging the best in others.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies