My passion for financial planning all began in 2007 as I started an independent financial advisor practice at an independent broker-dealer, Waddell & Reed. My passion grew as I moved into a leadership position. After innovating Waddell & Reed for almost 14 years, I decided that while I was in the right industry, I could make an even greater impact as a fee-only advisor who was able to make recommendations that truly served my clients’ best interests. It's about more than an advisors' integrity and intentions; the ability to truly serve clients in their best interest is also heavily impacted by the structure limitations of their organization.

Upon having this vision, I decided to leave the independent broker-dealer world and pursue starting up Beyond Tangible Wealth as a fee-only advisor who is only paid by my clients (not a broker-dealer or insurance company).

Every day, I enjoy finding new ways to better serve our clients - #ThinkInnovation. Owning Beyond Tangible Wealth means I can use my past experience of leading a large broker-dealer to better guide my firm in selecting the best structure to serve clients. Beyond Tangible Wealth will continue to grow and make a real difference in our clients lives, future financial advisors lives, and our communities. Outside of work, Michelle (my wife) and I enjoy traveling to Hawaii where we first met, parenting our active kids Asher & Zara, and serving in our local church. When we’re not doing that, we enjoy going to sporting events with our kids, working outside, or just relaxing at home.

Tell us about your 30-under-30 award from 2015?

I was blessed to be recognized as a leader changing the financial advisor industry in Life Health Magazine's 30-Under-30 list in 2015.

What’s the most likely place people could find you on a Friday night?

My wife and I would be on a date. Friday nights are our scheduled date night and we are blessed with grandparents willing and able to watch our kids. Last year, we went on 50 date nights.

Why are you so passionate about Family-Owned Businesses?

I grew up in a family of all entrepreneurs. My dad started his own construction business when I was in Kindergarten, my uncles owned farms/diesel mechanic shops/tree cutting businesses, etc., and my grandparents were both entrepreneur farmers. I literally thought growing up that every family in the United States owned a family business 😀. Later in life, I realized how unique this experience was and how special a family-owned business can be. If you grow up in an environment like I did, you can't help but have a passion, love and unique understanding of family-owned businesses.

What sports did you play in high school or college?

I played basketball & baseball in high school, and was blessed with the opportunity to play basketball at both Morningside College and Nebraska Wesleyan University during my college years.

If you had the ability to travel back in time, what’s something you would tell yourself in 2007 as you started in the financial advisor industry?

Greed & Fear - these are the only two things you will ultimately consult with people about as a financial advisor and industry leader.