Some people find their way into this industry. I was born into it.
My grandfather built an insurance agency in a small Indiana town. My father spent over four decades turning that foundation into something even stronger. I grew up watching both of them, and somewhere between the ranch work and the family dinner table conversations, I understood that this business was never really about products or portfolios. It was about people, and what their futures were worth to them.
I joined Legacy Wealth Trail after earning my Bachelor of Science in Business Administration with a concentration in Professional Selling from Samford University in 2024. Three years of working alongside my father have taught me more than any classroom could fully prepare me for. Every client meeting, every file, every conversation is a lesson in what it looks like to do this work with genuine care and long-term thinking. Learning the craft from someone with forty-plus years of experience is something I don't take for granted.
What pulls me toward this work is the process of getting someone from where they are to where they want to be. Sitting down with a client, mapping out their goals, working through the real numbers, and building a path forward that actually fits their life, that's where I find the most satisfaction. My aim is to be approachable and straightforward. That's intentional. Trust doesn't come from credentials alone. It comes from showing up consistently and making people feel heard.
Home is Wildwood, Florida, a place that suits me well. Horse farms and cattle operations line the roads in every direction, and the community carries the kind of easy, unpretentious energy that feels familiar to anyone who grew up ranching. My father lives at the end of our road, and my brother is building next door. We work together, travel together, and spend most of our time in each other's orbit. That closeness isn't coincidence. It's something we've always chosen.
Outside the office, I'm a competitor. Team roping has been part of my life since I was five years old, and it remains the most defining thing I do when I'm not at work. I've competed nationally throughout my life, through the USTRC and World Series circuits, and the sport shaped everything about how I approach pressure, preparation, and performance. Add in golf, a deep love of ranch life, and the Sumter County Chamber of Commerce, and you have a fairly complete picture of who I am when the workday ends.
Third generation in this business. Still just getting started.