Welcome

My Story

I have always been fascinated by money and the thought that your money can “work” for you. The thought of compounding wealth is best described by Einstein saying, “compound interest is the eighth wonder of the world, he/she who understands it, earns it; he/she who doesn’t, pays it”.

That was enough for me to want to learn more and study finance in college. At the time, the curriculum at Michigan State University was geared more toward those that wanted to be investment bankers and “make it” to Wall Street. I initially thought that’s what I wanted to do since (it seemed) like everyone else in my classes wanted to do that too. I then went to a career fair on campus at Michigan State to find an internship. Little did I know, Wall Street firms don’t recruit on MSU’s campus (at least the firms didn’t when I was a student). Instead, I landed interviews for insurance sales roles, basically falling into the financial services world by accident. In insurance, the “inventory” is always “in stock”, and they’re willing to interview just about everyone. I apprehensively went to the interviews, and since I didn’t have any other offers, I started my financial services career selling life and disability insurance. It was my first real experience in true sales – and it was selling a product that people didn’t even want! That experience made me grow some thick skin pretty quickly. Within a few months, I realized that I was pretty decent at it, so I added the ability to sell investments by passing the Series 7 exam as a college student. Over the next 5 years, I built a financial planning practice with about 300 clients, but couldn’t get over the fact that the business model was not only inefficient but that I wasn’t able to access the strategies that were the best fit for most clients.

I set out to develop a business model that was the most optimized as possible, structuring something that was truly in the best interest of the client and still profitable to the firm. In 2018, I broke away from the large company setting and started LifePoint Planning from scratch. I still remember conversations with my “leaders” at the large firm when I told them I would be exploring other opportunities and starting a totally new business as a 25-year-old. One even told me that he thought my business plan would fail. I’ll never forget that conversation.

Fast forward to today, LifePoint Planning is thriving, and I'm 10 years into my financial planning career. LifePoint Planning is built on the foundation of staying strategy agnostic, truly identifying the best strategy for each specific client. After thousands of client meetings in my career, the ability to help clients use their money to buy their time back to do what they want, when they want, and with whom they want, is what drives me to have the biggest impact possible. There’s an art and science behind all financial decisions. After all, personal finance is more personal than it is finance.