The topics of money and personal finances can be emotional topics. I believe that a disciplined approach with long-term time horizons can reduce our daily emotional responses to market trends. We have an enormous amount of information available to us at any given moment, and it can be easy to get confused and discouraged without a sound investment strategy. As a former active-duty service member, I want to help other service members looking for a more personalized experience for their financial planning. The transition from active duty to the civilian world can be overwhelming, and I want to work with clients through this transition and time of uncertainty to provide holistic financial planning. I am familiar with military pay and allowances of many different kinds, including basic pay, housing allowances, subsistence allowances and flight pay. I can speak to the Thrift Savings Plan and various Veterans Affairs benefits, including the GI Bill.

As a former flight instructor responsible for training naval aviators, there was a tremendous amount of trust and responsibility in the position. For student pilots, the end goal of earning their wings and becoming aviators could seem far away. Similar to investing, the long-term goal must be kept in view.  In this role, I learned how to adapt my teaching style to help flight students earn their wings. I will employ the same traits of adaptability and flexibility when working with clients to help them address their concerns and define their goals for their financial future.