This guide will help you better understand the drivers of inflation and how you might position your portfolio moving forward.
Like many in our field, I was initially drawn to financial planning by the numbers. But what’s kept me here is the people. Over the years, I’ve seen how easily financial guidance can become disconnected from the lives it’s meant to serve. I wanted to be part of a firm where relationships come first—where we know our clients well enough to anticipate their needs, not just react to them. Novadius is that firm.
I joined Novadius to be part of something different. We started this firm to challenge the status quo of an industry where promises often go unfulfilled—firms claiming to offer “customized plans” and “deep client relationships” while managing hundreds or even thousands of accounts. That’s not us. At Novadius, we limit the number of clients we work with so we can deliver on what we promise. Every plan is tailored, every strategy is intentional, and every relationship matters. We treat our clients the way we treat our families—because that’s how it should be.
I live in Fairway, Kansas with my wife Michelle, our son Henry, our daughter Elizabeth, and our dog Rush.
Outside of work, I enjoy spending time with family and friends. I’m also proud to serve on the Finance Committee at our church.