Why do I love my job?

After retiring from the military, I was looking for a new purpose, a new mission, to continue serving people. I found that new mission through Becoming Your Own Banker, the Infinite Banking Concept by R. Nelson Nash. It showed me what the issues are with the current financial system and I needed to help others see the same.

Showing people how to take back the banking function in their lives assists them in achieving financial goals, creating generational wealth and financial independence.

I also enjoy working with amazing people and learning from the best. Which is why I chose to be with the team at Ascendant Financial. A highly motivated and effective team who want nothing but the best for their clients and each other. Who possess the passion to serve people everyday and make a difference. That’s my kinda team!

When I’m not at work, you can find me....

Staying active in life and spending quality time with my family and friends.

How does what I do impact others?

Financial conversations can be difficult and sometimes a friction point for families and friends. That’s why I’m here, to help silence the noise and bring clarity through education and coaching.

There’s a reason why financial education is not taught in schools as you’re growing up, and It’s difficult to challenge the financial norms of society. By working together, we can take back financial control in your life.

2 favourite things about your life journey so far?

  1. Serving my country.
  2. Meeting amazing people along the way.

What type of clients do you enjoy working with?

Anyone who is willing to have a conversation, listen and ask questions. Anyone who wants a better life for themselves, their family and friends. Those that realize something has been missing in their financial endeavors, but just haven’t been able to put their finger on it! 

What I'm Really Like