I was a founding member of Monarch Wealth Management back in 2014, responsible for developing the firm's corporate infrastructure and implementing a systematic process of investment management. I focus on retirement strategy, asset management, and consulting with individuals and business owners. Thinking outside the box and looking for alternative solutions is common ground for the strategic method and process I use with clients. Retirees worry about the next chapter of life and I work with them to focus on minimizing everyone's biggest fear; running out of money. As a CERTIFIED PLAN FIDUCIARY ADVISOR, I serve as a guide to plan sponsors, business owners, and as a mentor to retirement plan participants as I provide education sessions and one-on-one meetings throughout the year. An ideal client of mine is someone needing financial counsel as they navigate to achieve their goals through detailed planning. Most prospects are referred by existing clients or centers of influence like accountants, attorneys, or business owners. Others have gained access to me through various media outlets I have actively contributed to over the years. I proudly help to raise the bar when it comes to financial literacy by giving back to clients and those looking to learn more through my Financial Model Blog, Monarch Insider Newsletter, and weekly PennyWise Financial Podcast. I have a passion for helping people reach their financial goals and use a process, open communication, consultative approach, and careful planning. My extensive investment experience is preceded by earning a bachelor's degree in Political Science with a concentration in interdisciplinary. In my free time, I enjoy traveling, sports, music, cooking, and spending time with family. Outside of work, I devote time to helping those with big dreams when I serve as a wish grantor for the Make a Wish Foundation. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial.