I’m not a suit-and-tie advisor — I’ll probably show up in Levi’s, driving my Jeep. Built on 30+ years of experience and a construction background, my approach mirrors off-roading a big rock: partner with people who know the terrain, add the right equipment, and trust the process. I take clients through the same four steps every time — Journey, Evaluate, Educate, Protect — so retirement, business succession, or estate planning never feels as daunting as it looks. When I’m not working, I’m with my wife Lynn, our seven kids, and twelve (soon thirteen) grandkids, usually in the Jeep or over a bourbon with friends.