Occupation: Investment advisor with Talmage Financial Group and commercial risk advisor for LassiterWare.
Bet you didn’t know: Admires astronauts and enjoys good bourbons.
Love of finance: I am fortunate to work with people from all walks of life. Each bring unique circumstances to the table. I enjoy providing solutions to those different challenges.
Best financial advice: Cash flow is king. Managing your cash flow is the most important financial tool an individual, family, or business can develop.
Greatest career accomplishment: Seeing clients’ goals come to fruition. Many have transitioned successfully from owning their own business to living the way they desire in retirement. It’s rewarding for me to see they are meeting their goals.
Pet peeve: Lottery ticket purchasers at the convenience store. Get in and get out.
Advice I’d give my younger self: Step out of your comfort zone and challenge yourself sooner.
Hidden talents: Ability to read people and scratch golfer.
Describe yourself: Focused, driven, accountable, and prepared.
If I had $5 million: I’d invest it, of course!