Don't lose what's in your hand, make a better plan!

About Us

I’m a Prophet of Jesus Christ. My heart is for Jesus who is the Lord and Savior of the world. I have no Mrs. Wife or kids currently. She’s out there somewhere! I enjoy exercising the second amendment at a gun range, staying active, and traveling. Growing up as the youngest of three, I saw my parents concerned with finances as they tried to juggle through competing priorities, such as education planning for all three children and retirement planning. As a kid, I didn’t know what kind of advice to give them to help them along the way. This is why I’m in the financial services industry. My heart is to serve people as their trusted advisor by working together to offer tailored financial advice that shall alleviate any concerns regarding their finances. Prior to starting my own wealth management business, Wise Wealth Stewardship, I took that same mindset and applied it at Charles Schwab where I was privileged to serve over 300 families like yours while managing over $650M. Today, my team and I work together to serve younger families, folks who are nearing retirement, and those who have crossed the finish line. We look forward to connecting with you!