Ramsey Preferred Coach & Licensed Financial Advisor

Living proof that the Baby Steps work — and a guide for what comes next.

 

I enjoyed a rewarding career in construction and engineering before joining Clarity Wealth, where I solved complex problems, developed teams, improved business operations, and served clients in senior management.

But after seeing the effects of financial stress in my own life and in my parents’ lives, my wife and I committed to working the Baby Steps. We developed a plan, paid off a tremendous amount of debt, and took I enjoyed a rewarding career in construction and engineering before joining Clarity Wealth, control of our finances. I know firsthand — this system works.

While teaching Dave Ramsey’s Financial Peace University and helping my parents, both in their mid-60s, master their own finances, I realized this was what I was meant to do: help others find financial clarity and freedom.

I ultimately left the engineering and construction industry to serve in financial services. Today, I combine my Ramsey training, fiduciary duty, and engineering mindset to help people clarify their goals, create actionable plans, and take the essential next steps after Baby Step 7.

  • Experienced, Ramsey-trained financial professional
  • Guidance rooted in proven principles and personal experience
  • Fiduciary advisor acting in your best interest
  • Step-by-step wealth-building strategies tailored to your goals

 


 

Taking the Next Step in Your Wealth Journey

You’ve worked the plan. Now let’s make sure your money works for you.

 

Many people who complete Financial Peace University wonder what’s next after Baby Step 7 — and while you’ve built a strong foundation, the real opportunity is in making intentional choices with your wealth from here forward.

  • Investment strategies aligned with Ramsey principles
  • Tax-efficient wealth planning for long-term success
  • Understanding Social Security options
  • Medicare guidance for informed decisions
  • Roth conversion strategies to reduce future taxes

 

 


 

A Local Advisor Who Lives the Plan

Debt-free. Value-based. Intentional. Just like you.

 

Local Advisor

Fiduciary Standard of Care

Certified Ramsey Coach & Financial Peace Graduate

 

I’ve been where you are. I’ve felt the satisfaction of becoming debt-free and the excitement of reaching Baby Step 7. But I also know that if you stop there, you miss the chance to truly maximize what you’ve built. That’s why I help Ramsey-minded individuals take those crucial next steps.

 


 

Your Next Chapter Starts Here

Whether you’re starting Baby Step 4 or celebrating the end of Baby Step 7, now is the time to take your wealth to the next level.

SCHEDULE A CONVERSATION  Learn More About Our Process

 

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