I have been in the financial services profession since 2002 and started my own independent financial services business FirstFruits Asset Management in 2007. My business has been built by partnering with my clients to create a personalized financial plan and then review and revise the plan as situations and/or goals change over time.
My attention to detail, good listening skills, analytical mindset, and a desire to educate clients are symbols of what is appreciated by my clients. I am effectively supported by a team administration and investment product specialists whose teamwork and professionalism assist me in building long-term relationships with my growing client base by providing advice placing my client’s interests first.
I am process driven and use a process to determine the most suitable products to meet the client’s objectives. My core beliefs are that there is not a perfect investment and that products are good when used correctly and bad when used incorrectly.
I am currently licensed as a FINRA Series 65 Investment Advisor Representative (IAR) and as a Life Insurance Agent. I am also licensed as a Mortgage Loan Origination and an Income Tax Preparer. I added these services because I noticed that clients often make their mortgage and income tax decisions without understanding how it may impact their overall financial plan.
I am happily married to my lovely wife Jodi. Away from business we stay active especially golfing, biking, and spending time with family and friends.
Investment Advisory Services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Redhawk Wealth Advisors, Inc. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. FirstFruits Asset Management is not affiliated with Redhawk Wealth Advisors, Inc.
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