A dedicated financial services professional since 2006, I’ve served as a loan officer for an independent mortgage brokerage and as a life insurance agent for both National Life of Vermont and Ameritas. To better serve my clients with a broader range of products and services, I made the decision to become an independent agent in 2015.
Professional licensures Licensed for Life, Health, Disability, and Property & Casualty insurance. Mortgage licenses as a loan originator and principal lending manger. Securities licenses for Series 6, 63, and 65.
At JohnstonRogers, I guide business owners and other high-achieving professionals on the path to wealth creation. By implementing advanced planning techniques, I strive to protect assets and minimize taxes to create optimal financial outcomes for families.
The best piece of advice I’ve ever been given “sacrifice now or sacrifice later; but sacrifice you will.” The most rewarding part of my job is the relationship I enjoy with my clients—helping them feel confident that they are on a path that will lead to future success. Sometimes this path involves making strategic investment changes. Other times, it means encouraging clients to build memories and enrich their lives by enjoying some of their hard-earned wealth now. Then, showing them what they should do next.
If you asked my friends or coworkers what my superpower is, they’d probably say that it’s my uncanny ability to explain complex financial strategies in an easy-to-understand way. It’s probably why I once considered becoming a teacher—just like my grandfather.
If I wasn’t in financial services, I’m pretty sure I’d be a fighter-jet pilot, a park ranger, or a cabinet maker. Whatever the career, it always comes back to one thing: helping people. Outside of work, my greatest passions in life are my wife and four kids. Vacationing with my family, backcountry backpacking, experimenting on my Traeger grill, and getting in a round of golf whenever possible are just a few examples of my hobbies and interests.
Presenting at | Conference Dates: February 28, 2024 -
February 28, 2024
Title: Finances: Where Are You? What’s the Next Step? Empowering Yourself by Taking Inventory and Finding Gratitude
Description: After the loss of a spouse, one of the first concerns is often finances. There is no way to provide specific advice, as all situations are different, but we will discuss some foundational principles, offering tools to empower and assist you on your path forward.