WHY I DO THIS WORK
I grew up watching my dad, Bill, carry other people's financial worry so they didn't have to carry it themselves. I saw what that gave his clients — not just growing accounts, but genuine peace of mind. In 2015, after building my own career at Charles Schwab and USAA, I came home to Freedom Point because I wanted to build that same kind of peace of mind for families of my own.
WHO I SERVE
I work with high-net-worth pre-retirees and retirees — people like my own parents and my closest friends — who have done the hard work of building real wealth and are ready to stop managing it themselves. That work naturally extends to their families too: I help coordinate estate and legacy planning for their children and grandchildren, and I guide clients through the final stretch before retirement, including untangling RSUs and concentrated stock positions along the way.
WHAT I WANT FOR YOU
I want you to stop worrying. I want your retirement paycheck to feel as certain as the one you got from your employer. I want your estate plan to protect your family instead of dividing it. And I want you to spend your time on the people and passions you love — while I handle the rest.
PERSONAL
I live in Prescott with my wife and our two children, surrounded by a large extended family I genuinely love spending time with. Outside the office, you'll find me working out, cooking, or making memories with family — the same priorities I help my clients protect.
CREDENTIALS
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) · Masters in Science in Finance (MSF) · Accredited Asset Management Specialist℠ (AAMS®) · Elite IRA Advisor Through Ed Slott · B.S.B.A., Finance, Northern Arizona University · President, Freedom Point Financial Services, Inc. · Registered Representative, J.W. Cole Financial, Inc.; Investment Adviser Representative, J.W. Cole Advisors, Inc.