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As a leader in our wealth management practice, I specialize in helping people achieve their financial goals through investment and risk management, tax and estate planning, charitable giving strategies, and retirement planning. My clients appreciate that I care about them and their personal well-being and that I work very hard on their behalf.

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My most valuable takeaway from my time at Taylor University, besides my degree, was creating a network and community of life-long relationships. In fact, my college roommate set me up with my wife, who happened to be his wife’s sister – and the four of us are still the best of friends today!

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