As the CEO and President of Freedom Financial Wealth Building Group, my journey to financial advising is grounded in a diverse array of experiences and a dedication to leadership and service. I bring over 20 years of distinguished service in the Marine Corps, where I held multiple leadership positions. My roles ranged from a Helicopter Avionics Technician and Crew Chief to Quality Assurance and Maintenance Control Chief. In these roles, I honed my skills in troubleshooting and maintaining complex systems, ensuring operational excellence in high-pressure environments.
My academic path is equally rigorous. I hold a Bachelor of Science in Professional Aeronautics from Embry-Riddle Aeronautical University, reflecting my deep interest in the intricacies of aeronautics. Furthering my educational pursuits, I earned an MBA in Finance from Southern New Hampshire University. My commitment to academic excellence was recognized through a perfect 4.0 GPA, earning me membership in the prestigious Delta Mu Delta honor society and the National Society of Leadership and Success.
Transitioning to the world of finance, I have accumulated over a decade of experience in financial advising. I possess practical experience in addition to theoretical knowledge, being licensed for insurance and investments across multiple states. This diverse background equips me with a unique perspective on financial planning and wealth building, particularly for clients who value self-reliance and independence, such as SMB Owners, military personnel, and individuals approaching retirement.
At Freedom Financial Wealth Building Group, my approach to financial advising is rooted in servant leadership. I understand that navigating financial decisions can be a complex journey for upper-middle-class families, independent thinkers, and those planning for retirement and legacy. My experience, both in and out of uniform, has taught me the importance of personalized, strategic planning and the value of having a trusted advisor in your corner. My mission is to empower our clients with the knowledge and tools they need to achieve their financial goals, ensuring they have a partner every step of the way.
Check the background of this financial professional at: brokercheck.finra.org