I've sat in your chair.

I sold my own company about a decade ago. I know what it's like to build something that structures your schedule, your identity, and your family's life, and then to wonder what's on the other side of it.

That experience sent me into wealth management with one focus: founder-led owners of $7 million to $70 million businesses navigating the largest transaction of their lives, with their entire financial picture on the table, not just the accounts under management. In 2024 I published Permission to Exit: Prepare to Sell Your Business Without Regret, and as a CERTIFIED FINANCIAL PLANNER™ professional I now spend my days quarterbacking exits: before, during, and after the sale.

I live in Middle Tennessee with my wife and our three boys. When I'm not working or raising my family, I enjoy CrossFit, men's ministry, and anything that comes with community built-in. The deeper mission behind Goldfin is simple: helping owners orient what they've built toward meaningful impact, so the wealth becomes a tool instead of a scoreboard.