Professional Overview
I am a Financial Advisor and Owner at Jonah Wealth Management, where I focus on managing the practice and assisting the families we serve in their financial planning endeavors. My specialty lies in guiding clients through the "now what" stage of life – when all their hard work and planning come together, allowing them to sail off into the sunset of their dreams. Ultimately, my motivation comes from helping families reach their financial goals through a collaborative approach that emphasizes trust, partnership, and integrity.
Experience & Credentials
With over 25 years in the financial services industry, I have honed my skills and expertise to help families pursue their desired outcomes through a partnership grounded in integrity. My credentials include:
- Accredited Investment Fiduciary® (AIF®) designation, obtained in 2018
- Certified Retirement Counselor® (CRC®) certification, earned in 2010
- Series 7 and Series 66 securities licenses, held through LPL Financial, earned in 2001
- Life, Long Term Care, and Disability licenses
Before embarking on my career, I spent two years at the University of Wyoming and later graduated from the University of South Carolina.
Personal Background & Achievements
Originally from Rawlins, Wyoming, I now reside in Casper with my wife, Brehan, and our two daughters, Macee and Braylee. In my free time, I am passionate about outdoor activities such as hunting, fishing, and camping. Recently, I completed my first Ultra Marathon – a grueling 52-mile race through the Bighorn Mountains of Wyoming. Having never ventured beyond a 5k fundraiser before, I discovered a newfound love for the physical, nutritional, and mental aspects of endurance training. I often draw parallels between this experience and financial planning, emphasizing that while physical assets (money) and nutritional choices (decisions) are important, the mental aspect is the largest factor by far – a truth that holds in both personal finance and market dynamics.