I jest that I have what feels like a lifetime of experience in the financial industry. Throughout my career, I have embraced the dynamism of investment work and learned to enjoy each day being different. I thrive on taking in data to formulate strategies for growth, which stems from my time in international commodity trading. This experience propelled me to found Security Financial, Inc. Here, I develop, tailor, implement, and manage my clients' investment portfolios.
My decision to begin working as an independent wealth manager and ultimately buying my wealth management practice was spurred by the events of September 11th, 2001, which led to high market volatility and significant investment loss, which so many other people also experienced. When clients today ask me to use due care with their money and investments, I have firsthand experience in what that means.
I was born and raised in the French-speaking part of Switzerland. I am the eldest of three kids in my family, and a great deal was expected of me in care, education, learning, and work. As a young adult with a professional career in Switzerland, I was still expected to help my family with farm work before and after my professional work hours. Hard work was instilled in me at an early age.
I currently live in Stilwell, Kansas with my wife, Katherine, and our three amazing dogs. I enjoy the small-town aspect of my community. In my spare time, I enjoy talking to and visiting my grown children and grandson, walking the dogs, fixing things, and tinkering in the garage. My ambition is to build a reputation for being dedicated to every goal I choose to pursue while having success in both my personal and professional life. To best achieve that goal, I try to enjoy every moment along this journey finding laughter, love, and happiness with each day that passes.