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Legacy

9 letters, newest first.

4 min read

Mothers and Fathers: Twenty five years since September 11

For those of us who were there, it is not the past. It is a Tuesday morning we can still see.

2 min read

The Man With the Mustache

That is the man who was standing by himself at the edge of the room while everybody else was inside taking pictures of the people on the stage.

4 min read

Family Is Our Business

So when someone sits down across from us and tells us what they are carrying, there is a question we ask, and we ask it every time. Who is taking care of you?

10 min read

Built on Rock

Which means the only real test of a firm is what it does on the days when showing up is expensive. Anyone can be steady in a good quarter.

4 min read

My Views on Thanksgiving

We have so much, not things, but most importantly we have our relationships with each other.

1 min read

My Views on Easter

The last words Jesus spoke were “It is finished.” My promise to God, my family, my friends, my community is to “Finish Well.”

5 min read

A passionate life

The financial service business by nature is transactional, but to build an independent, multi-generational business you must cultivate transformational relationships with your clients. They become part of a community, a family.

4 min read

My journey in faith has just begun

I view everything I do through the lens of Christ. This transformation is making me a better person, a better father, a better friend, and yes, a better financial advisor.

2 min read

Lessons Learned During the Pandemic

Perhaps the greatest lesson I learned during these troubling times has been to always remember my why.