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What does your dream retirement look like?

mcpherson-family

My path to the financial industry may look different than most, with a resume filled with military and federal government work. From joining the Army National Guard fresh out of high school, to graduating with a Criminal Justice degree from the University of Central Missouri, an overseas deployment, and becoming a U.S. Border Patrol Agent. However, somewhere along the line, God laid it on my heart to help people WIN with money and I’ve learned not to question the passions God puts in my heart, but to pursue them fully.

I began listening to Dave Ramsey in 2011 and quickly jumped on the debt snowball train. I was instantly hooked. I started reading, listening, and learning as much as I could about budgeting, finances, investments and retirement. I have lead many families through Financial Peace University and in addition to being a Dave Ramsey SmartVestor Pro, I am also a Ramsey Solutions Master Financial Coach. I currently hold my Series 6 and 63 licenses as well as Health, Life, and Disability Insurance license.

Planning for the future and retirement is a process and sometimes a confusing one at that. I truly believe in having the heart of a teacher, and want my clients to understand their investments. I build lasting relationships with my clients.  My goal is to live and give like no one else – and I want that financial freedom for each family I serve!

I have country-living midwest Kansas City roots, and while I miss the wide-open green spaces (and trees) my wife and I love the life we’ve built in Arizona. When I’m not working I’m spending time with my family – coaching soccer, playing with my babies, and exploring new places. It really doesn’t matter what we’re doing, as long as we’re together, I’m happy.

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