I’ve spent much of my life as an entrepreneur, business owner, salesperson, educator,
and lifelong student of financial strategies.
What has always driven me is a simple question: Is there a better way?
Over the years, I became increasingly interested in strategies that challenge
conventional financial thinking—particularly when it comes to how people save,
protect, grow, access, and ultimately transfer their wealth.
That curiosity became the foundation for Progressive Planner.
I believe too many people are following financial systems simply because they were
taught that was the way things were supposed to be done. My goal is to help people
step outside of that conventional thinking, understand alternatives they may never
have been shown, and make better-informed decisions about their financial future.
I don’t believe financial planning should begin with a product. It should begin with
understanding the individual—their goals, their assets, their concerns, their timeline,
and what they ultimately want their money to accomplish.
From there, my role is to help develop the bigger picture and, when appropriate,
bring together specialists in areas such as wealth management,
tax mitigation, estate planning, insurance and asset preservation so the
different pieces of a client’s financial life can work together rather than independently.
Progressive Planner was created for people willing to learn, challenge old assumptions,
and continually look for a better way to build their financial future.