About Me
Disciplined Strategy. Measurable Results.
In GOD We Trust
“There is Profit in Hard Work” — Proverbs 14:23
At Oak and Shield Wealth Management, LLC, faith isn’t just an idea—it’s the foundation of everything we do. Guided by Proverbs 14:23, we believe that there’s real profit and genuine joy in helping others find their way through the often choppy, uncharted waters of financial and estate planning. For us, “profit” isn’t just about numbers on a page; it’s about making a difference in people’s lives.
What Makes Me Different
Built on Principles That Put You First
At Oak and Shield, We don’t just manage wealth—we walk alongside families, helping them reach their goals with wisdom, faith, and hard-earned experience. There’s profit in hard work, and there’s purpose in serving others well.
Our Mission
Our mission is to serve as a steadfast partner in our clients’ financial lives—providing strength through unwavering integrity and resilience for every future. We build lasting relationships rooted in trust, transparency, and exceptional service, always putting our clients’ interests first. Guided by the values symbolized by the oak and the shield, we are committed to protecting, empowering, and guiding our clients toward enduring financial well-being.
Our Vision
To be the trusted source of strength and resilience for our clients, building lasting relationships through integrity, protection, and exceptional service.
Our Core Values
Transparency, accountability, and intellectual rigor are at the center of everything we do. We believe you deserve to understand the "why" behind every strategy, and we will always take the time to explain it.
Meet Me
The Professional Behind Your Strategy
Get to know the background, credentials, and philosophy that drive the work I do every day.
Get Started
Ready to Take the Next Step?
If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.