How did you end up here in Visalia?
I grew up in Exeter and my wife Vanessa grew up here in Visalia. When I was getting out of the military, almost nine years ago, my wife and I wanted to return home to start a family. We love the community here and couldn’t be happier with our decision to move back.
How did you get your start in this line of work?
I was a logistics officer in the Navy and when I was getting out, I knew I wanted to work directly with people and help them. I love meeting new people and growing relationships. I wanted to utilize my leadership skills to help people make tough decisions about their life. This is what ultimately led to me becoming a Financial Planner.
Why are you passionate about your work?
Helping people feel confident about their financial future is incredibly fulfilling. Working with families and small business owners to help them achieve their financial dreams is what I enjoy most.
What is the most challenging thing about your job?
Working with the unpredictability of the stock markets is definitely the most difficult part of my job. So, building this known variability into a plan is something that is a must for me.
Tell us about a single moment when you realized this was the right occupation for you:
I have a client who came in a few years ago, very near retirement, and they were unsure about whether or not they would be able to retire. We got them on a plan and got a lot of things figured out. And now, they are about to retire with all the confidence in the world. The interesting part they always mention is that now that they are back on track financially, so many other things continue to fall into place. Impacting change like this helps remind me I am exactly in the right occupation.
If you had to choose another career, what would it be?
Honestly, I can’t really think of one. I will say, I am pretty optimistic and enjoy most things. So, I feel that I would be happy no matter what my profession. I believe happiness is a choice and you have the ability to determine your mindset.
Tell us a little about life outside of work:
My wife and I have three wonderful girls (Sienna, 6; Harper, 4; Ava, 2), so we are very busy with things relating to them. We are very active at Neighborhood Church, sports, and spending time with family and friends. I really enjoy being active by running and going to the gym.
What is something most people don’t know about you?
I grew up in a large family that had lots of love but not much money; I was number six out of seven kids; I’ve had more jobs than I can count (paperboy, field laborer, gardener, bus driver, grocery store clerk, golf course maintenance, etc.) by which I paid my own way through college; the TV shows I watch are “Survivor” and “Dancing With the Stars” (although I haven’t been selected for either yet!); I’m an aspiring writer, and speak Japanese from living in Okinawa and Japan for two years as a young missionary.
What about Visalia makes this a great community to live and work in?
The people, most definitely. We have some of the most caring and thoughtful people in our community. People make time for their relationships with others, and that shows. You can run into people downtown, at the grocery store, or wherever, and they always seem to make time to catch up.