This map could not be loaded. Please ensure that you have entered your Google Maps API Key and that there are no JavaScript errors on the page.
Biographical Info
Married to Jen, three children and one grandchild. I really enjoy being with my family, going to church and watching baseball. We have a plan to visit every MLB ballpark in the US.
I spent 20 years in commercial construction sales. During that time I became very interested in our 401(k), retirement and investing. After lots of reading and taking a few classes, I decided to change careers and go to work as a financial advisor for Smith Barney (now Morgan Stanley).
Level
Starter
Start Date
April 18, 2024
Me
No file uploaded.
Favorite Scripture Verse
For we our His workmanship, created in Christ Jesus for good works, which God prepared beforehand that we should walk in Him
Scripture Reference
Ephesians 2:10
Profession
Financial Advisor, Financial Planner
Professional Focus
Biblically Responsible Investing (BRI), Financial Planning, Retirement Planning
Logo
No file uploaded.
Firm
Heritage Financial Advisors, LLC
About
To prepare each client who wants to do the work to thrive now and in retirement.