I am the Director of Operations and Human Resources for Freedom Financial charged with handling key areas of the firm including operations, people development and process improvement. I have held a series of progressively expanding roles within operations culminating with my current role at Freedom Financial. I have led and developed operations for several of the leading firms within the wealth management industry and am frequently called upon to consult with firms around the country on a variety of practice management topics.
I specialize in working with rapidly growing firms to develop structure and help orient them for future growth. I look forward to helping the Freedom team continue growing, expanding, and serving client’s needs.
My favorite quote that embodies my philosophy on operations came in the early 20th century. “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” I believe a positive culture and firm habits will lead to excellence in the service of clients.
I received my undergraduate degree from Wichita State University and my Master’s in Business Administration (MBA) from the University of Texas at Dallas. I live with my wife, Ruby, and our four-legged children – Max, Annie, and Jewel – in Eau Claire.