About Berean Wealth Management
Meet Your Advisor
I’ve been a financial advisor for over 18yrs with a focus on pre and post retirement planning and income implementation. I live in Brentwood with my wife Heather and our five children. I am a veteran of the United States Marine Corps having proudly served my country for over 7 years. I enjoy being in the mountains backpacking/bushcrafting. I also enjoy modifying and wrenching on cars.
At Berean Wealth Management we believe in working towardsyour investment objectives in the most conservative means possible, while providing a high value experience. We specialize in properly facilitating estate & succession plans, professional portfolio management, 529 and educational planning,income planning for retirees and elderly clients, life insurance and long term care (LTC) planning.
Risk Management: Designed to make or protect money no matter the condition of the market.
Wealth Management: Creation and implementation of a custom financial plan. Focusing on proper diversification using a common sense approach and needs based investing.
Debt Management Strategies: Being positioned for anything, at anytime.
Tax Management Strategies: Optimizing your wealth your minimize unnecessary tax commitments.