From my earliest years, my core focus has always been deeply rooted in making a significant and lasting impact on the lives of others. This unwavering commitment is precisely why, after completing college, I chose to enter full-time pastoral ministry, dedicating myself to this path for the next 17 years. During that period, I had the privilege of starting two churches, in OH and NC.

In 2008, I transitioned into the business world by purchasing a franchise, and it was during this time I discovered just how much I enjoyed business ownership and the fulfilling interactions with my business owner clients. However, I soon found my impact on others felt somewhat lacking and insufficient. Consequently, I decided to transition away from that business and embark on a journey of establishing my own independent financial advisory practice.

Eventually, I went on to create a multi-advisor financial firm located in Cary, NC. For the next 12 years, I had the incredible opportunity to work alongside some of the best people, including many small business owners. After hiring an EOS Implementer in 2017-18 to assist us in scaling our own firm, I recognized how immensely valuable EOS could be for other leadership teams. From that pivotal moment, I began to intricately weave EOS into the very fabric of my financial practice. This strategic implementation allowed us to grow our assets under management dramatically, from $40 million to $80 million over the subsequent four years, all while simultaneously collaborating with several small business teams to help them embrace and implement EOS as well.

Upon successfully going through the process of exiting my financial planning practice and selling it for a premium in 2023, I came to firmly believe that the most effective way I could make an impact on others was by stepping into the role of an EOS Implementer and CEPA Exit Planning Quarterback by creating the SIMPLIFI planning process.

• 17 years of full-time pastoral ministry

• 17 years of small business ownership

• 12 years managing a financial planning firm

• 7 years of EOS Implementation experience with leadership teams

• Have worked with dozens of small business owners

• CEPA - Certified Exit Planning Advisor and Exit Planning “Quarterback” with the Simplifi Planning Process.