Originally from Northwest Indiana, I earned both my bachelor’s and MBA degrees from Purdue University before spending 25 years in management with United Parcel Service (UPS) and later launching my career in financial advising with Edward Jones. In 2017, my family and I settled in Cumming, Georgia, where I’ve been proud to call home and stay actively involved in the community. Growing up in a family that struggled financially, I saw early on how life-changing true financial understanding can be. That experience shaped my passion for helping others gain clarity, confidence, and control over their financial future.
In 2025, I founded Crossroads Private Wealth Management to offer my clients a more personalized, independent approach to wealth management by building long-term relationships built on education and trust. The name “Crossroads” holds special meaning. It was inspired by my son Ben’s love of trains. This shared father-son passion has taken our family on countless adventures across the country. Our goal of visiting all 50 states before Ben graduates from high school reflects the same spirit of purpose, planning, and commitment that I bring to my work with clients every day. It also symbolizes the important moments in life when people find themselves at a crossroads, when valued financial advice makes all the difference.
Outside of work, I enjoy spending time with my wife of 26 years, Jennifer, a CPA, and our son Ben. I’m also active with The Forsyth-Cumming Optimist Club, Brown’s Bridge Church, United Way Forsyth County, and Lanier Corvettes Unlimited.
At Crossroads Private Wealth Management, my goal is simple: to help clients move forward with clarity and confidence so we can navigate for a better tomorrow.