Founder, Providence Wealth Partners
I started this agency because there is a set of things wealthy families do with money that almost nobody else is ever taught. Not in school, not at work, and usually not by the person selling them a policy.
How I got here
A long time ago I noticed something that bothered me. There is a whole way of handling money that families with real wealth understand and act on. How to protect what they have, how to move it, how to make the same dollars work in more than one direction at a time. Very little of it is complicated. Almost none of it gets handed to everyone else.
So I started reading. Then I started calling people in the industry and asking questions, because reading only gets you so far. What surprised me most was who did not have the answers. Agents who had been in this business twenty years could sell a policy competently and still not explain how to design one so it builds an asset the owner can actually use. They knew the products. Nobody had ever taught them the strategy.
That is the gap this agency exists to close. Not because any of it is secret, but because it was not reaching the people it would help the most.
I got licensed and talked with several companies about coming on with them. Most of them were looking for an agent. I was looking for something different, a partner who would help me build an agency and back me in the direction I actually wanted to take it. I found one, and that is who I have been building with since.
Being independent is not a marketing line here. It is the reason I can sit across from you and compare options honestly, including the option where you buy nothing from me at all.
I will not put someone into something I would not put my own family into. That is not a slogan. It is a test I run before I make a recommendation.
What I believe about this work
I am a Christian. I do not lead with that to sell anything and you will not be preached at in a meeting with me. But it shapes how I treat people and what I am willing to put my name on, so leaving it off this page would be dishonest.
Since I got into sales in 2010 I have held to one rule. I do not want to walk out of a conversation wondering whether I really had that person's best interest in front of me. I want to know I gave them the best advice I had, laid out the options plainly, and let them decide with their eyes open.
Sometimes that means telling someone what they already own is fine and they should keep it. Sometimes it means telling them that nothing I sell will solve their problem. Those are good days too.
Outside the office
There are five of us at home, and most of what happens outside work happens there. We have the same challenges every family has. What I care about most is the character my kids carry out the door, which is a longer project than any financial plan.
One more thing, and it is a newer one. For most of my life I was always moving, always working on something. I have come to value being still. Recharging more often than I used to, watching a ball game, spending time being simple and content. That took me longer to learn than it should have, and it has made me better at the rest of it.
Next step
The first conversation costs nothing and commits you to nothing. Bring what you already own, bring what worries you, and we will figure out together whether there is anything here worth doing.