Meet The Owner

Helping Families Build Financial Confidence

At Liberty Point Financial, I believe financial advice should be personal, transparent, and centered on your goals. My mission is to help individuals and families make wise financial decisions with confidence through thoughtful planning, disciplined investing, and long-term relationships.

Why I Started Liberty Point Financial

I founded Liberty Point Financial because I wanted to build the kind of advisory firm I believe people deserve—one that puts clients first.

Too often, financial advice feels complicated, expensive, or focused on selling products rather than helping people make informed decisions. I wanted to create a different experience: one built on trust, education, transparency, and long-term relationships.

As an independent fiduciary, every recommendation I make is guided by what I believe is in my clients' best interests. My goal is to simplify financial decisions, reduce unnecessary complexity, and provide clear guidance so families can move forward with confidence.

Whether you're preparing for retirement, growing your investments, or simply looking for a trusted financial partner, I'm committed to helping you pursue your financial goals with a personalized plan designed around your life—not someone else's.

Our Core Principles

Clients Come First

Every recommendation begins with your goals, your priorities, and your best interests.

Education Before Decisions

I believe informed clients make better financial decisions. My role is to explain your options clearly so you can move forward with confidence.

Long-Term Perspective

Markets will change, but a disciplined investment strategy and thoughtful financial plan can help keep you focused on what matters most.

Keep Costs Low

Investment costs matter. That's why I primarily use diversified, low-cost ETFs and evidence-based investment strategies designed to help minimize unnecessary expenses.

What You Can Expect

When you work with Liberty Point Financial, you can expect:

✓ Personalized financial advice tailored to your goals.

✓ Clear, honest communication without unnecessary jargon.

✓ An investment strategy aligned with your objectives and risk tolerance.

✓ Ongoing guidance as your life and financial needs evolve.

✓ A long-term relationship built on trust and accountability.

A Little About Me

Outside of helping clients, I enjoy spending time with my wife and our three children, playing sports, being outdoors, and serving in my community. I believe financial success is about more than growing wealth—it's about creating opportunities to spend time with the people and experiences that matter most.

That same perspective shapes how I work with every client. Financial planning isn't just about numbers; it's about helping you build the life you want to live.

Ready to Get Started?

Whether you're planning for retirement, building wealth, or simply looking for a trusted financial advisor, I'd love the opportunity to get to know you.