Hey! We're The Financial Takeoff!

Your trusted guide to financial well-being.

Here's our story

It isn't enough to provide an excellent portfolio or retirement plan. We want you to have total confidence and happiness in how it's delivered. Sometimes, that's as simple as providing complete transparency and educating you on what's happening.

We get it. We're people too.

I’m married to my beautiful wife, Lacee

I’m a twin (& have a super cool younger brother too)

I'm passionate about nutrition, exercise and overall health. “Your health is your wealth”

The Artist You Listen To Most: Taylor Swift :)

My Favorite Food: Mediterranean Food

If I Won $1,000,000: I would reserve a beach island or resort, inviting everyone who has had an impact on my life to have an all-expense paid trip. I would make sure my family and friends were “taken care of” enough to live comfortably but not so much that they lose motivation. Finally, I would donate the rest over my lifetime to impactful philanthropic causes I want to support.

The Important Truth Very Few People Agree With Me On?: Most people think that getting a higher income or having more material wealth often leads to happiness. Many times this can lead to being able to purchase real estate, boats, cars, jets, pools, and more. All of that can be nice, but also causes stress and complexity to maintain it all. On top of that, you may now be treated differently by family, friends and colleagues that can cause a feeling of disconnectedness and lack of community.

What is true wealth then...?

Being able to provide for your basic needs and wants? Having quality relationships with family and social circle? Having good mental, physical and spiritual health?

I believe there isn’t one correct answer, but I do think you will know YOUR answer at the end of life looking back. I encourage you to think about what wealth really means to you and prioritize that throughout your life.

Just married couple, combining finances, symbolizing the start of their financial journey together and the importance of smart financial planning for a secure future

A mom and her two kids smiling together, representing the importance of financial planning in building a secure future, protecting loved ones, and creating lasting wealth.

We want you to focus on what truly matters.

A thick, hundred page financial plan doesn't necessarily educate you on what to takeaway.

We want you to feel comfortable knowing your financial plan we will walk through together, educate you on what's happening, for you to have the confidence to make decisions and live a beautiful life.

Helping you create and maintain the life you want.

How we work

If you’re reading this, you’re probably looking to make some changes.

Our goal is to help you get the most out of life with your money. Which starts with a simple question: What do you want?

By thoroughly understanding you as an individual, we can plan a course designed specifically for your wants and needs to help you plan for a perfect retirement.

Grandparents with their granddaughter, smart money management, legacy planning, 529 plan, GSST and gifting.

Unlock your full potential.

A young adult with her two dogs, embracing financial freedom, setting personal goals, and investing in long-term security for financial independence, retire early (FIRE) movement.

Our process is The Ascent System: a 5-step collaboration towards your financial plan and is guided by you.

We genuinely want to know you intimately as your financial therapist, advisor and someone to lean on throughout life.

Our Process