I am a graduate of Global University, where I majored in Biblical Studies. I am currently enrolled with The American College, soon to attain my Chartered Financial Consultant (ChFC) designation. I currently live in Denver, Colorado with my wife Maya and my son Finn. When I’m not keeping busy with my family, you can find me serving around the city at some of my partner non profits. Outside of Crane Financial Solutions, I am a self-proclaimed BBQ Master who likes to smoke meats and judge local BBQ competitions. Prior to Crane Financial Solutions, I was the Sales Manager at Ross Insurance Brokers and the Children's & Youth Pastor at Citypoint Church.
Since joining the financial services industry, the most rewarding part has been meeting people where they are and helping them achieve their goals, followed closely by seeing my clients take ownership of their situations and really strive for more. During my tenure at Ross Insurance Brokers & Citypoint Church, I helped develop processes for serving clients needs more efficiently, championed education based consultations, and long term relationship building. My approach to consultations is largely inspired by a holistic approach, which you’ll find reflected in my advisory position and financial coaching programs. I am a professional insurance nerd who is constantly questioning whether my clients have the very best that is offered and whether I can find ways to better serve their needs. With a background in ministry, I am passionate about teaching people and caring for their needs. My professional values can be summed up as follows:
- Consultative - Listening first, and never pushy
- Holistic approach - Everything in unity together
- Options - Always providing the best choices possible
- Simple - Making complex topics, more understandable
- Easy - Working harder to make your experience the best
- Nurturing - Building relationships, not just transactions
With a knack for technology and serving people, I’m passionate about finding innovative ways to increase my clients experience and continually raising the bar of excellence in customer service. As a result, I’ve been recognized by my clients and peers for my contributions to professional integrity, genuine care, and education, and look forward to serving you and your family for many years to come!