Founder of Zenith Financial Planning
With over 10 years of financial planning experience, I'm passionate about helping individuals and families navigate the complexities of the financial world and achieve their long-term goals.
Airman to Financial Planner:
Before embarking on my career in financial services, I proudly served in the U.S. Air Force. I'm a veteran of deployments to Kandahar Air Base in Afghanistan, Gunsan Air Force Base in South Korea, and Ali Air Base in Iraq. My dedication to discipline and service translates directly to the financial plans we create for our clients.
A Passion for Life:
When I'm not helping clients achieve their financial goals, I enjoy spending time with my wife, Kaitlin, and my two wonderful children Penelope and Ignacio. We're both originally from Wichita, Kansas, but our love for travel has taken us to many corners of the world. I'm also fluent in Spanish, and an avid Sporting KC soccer fan!
Helping You Plan for Every Stage:
Our approach goes beyond simply managing investments. We specialize in creating detailed retirement projections. Zenith considers factors such as Social Security benefits, potential employment benefits, estate planning considerations, and insurance analysis. Whether you're approaching retirement, saving for college, or somewhere in between, we'll develop a comprehensive financial plan tailored to your unique situation.
Let's Work Together:
We believe everyone deserves to feel confident and secure about their financial future. If you're looking for a financial planner who takes the time to understand your personal situation and goals, I encourage you to reach out.
Schedule a complimentary consultation today and let's discuss how I can help you achieve your financial dreams!