^{Independent Fiduciary counsel} Let Your Values
Lead the Way

After nearly three decades serving individuals and multigenerational families at a leading independent wealth management firm, I stepped away from full-time wealth management to fulfill a promise I made to my wife, Kathy, when our sons were young.

I told her that once our sons were self-sufficient, and our own financial resources allowed, we would begin the next stage of life with greater freedom, purpose, and time for the people and causes we care about most. We have been blessed to begin that journey.

But in 2026, I realized something important: the work I found most meaningful throughout my career was still work I felt called to do. I wanted to continue helping families gain clarity and confidence around their wealth—not by managing their money day to day, but by helping them understand what their resources can truly accomplish.

That realization led me to create YourValues Wealth Counsel.

I believe there is an important gap in financial services. Many successful families have investment accounts, estate plans, tax strategies, insurance policies, and charitable intentions—yet lack a clear, integrated view of how it all fits together and whether it truly reflects what matters most to them.

The financial world can make wealth seem more complicated than it needs to be. I believe the better questions are often simpler:

• What is our wealth for?
• How much is enough?
• How do we care well for our family?
• How do we give wisely?
• What do we want our legacy to be?

My wife and I have wrestled with many of these same questions. I understand them not only through decades of advising families, but also as a husband, father, client, and steward of our own family’s resources.

I founded YourValues to offer experienced, independent counsel that begins with you—your family, your aspirations, your values, and the causes you care about most. It brings me incredible joy to see those I care deeply about succeed.

 Founder