I grew up in Cumberland, MD, and attended the United States Naval Academy, graduating from there with a B.S. in Economics in 2003 and going on to serve as a helicopter pilot in the Navy. I’m blessed to have an incredible wife, Julie, and two amazing children, Levi and Lily.
I discovered the Infinite Banking Concept through Nelson Nash’s book in 2014 while searching for a better way to build and store wealth outside the volatile stock market. I have been practicing the concept ever since.
Along the way, I also discovered my passion for helping others learn about alternative options to building and protecting wealth rather than risking it all in the stock market and hoping that things ultimately work out.
The Perpetual Wealth Strategy™ , created by Patrick Donohoe, founder of Paradigm Life, is an evolution of concepts like Infinite Banking. It uses private mutual insurance companies and strategically designed insurance policies to maximize cash flow, minimize tax, and efficiently grow your wealth. As a partner of Paradigm Life, Tier One Life Insurance, LLC is able to offer clients the ability to learn about and implement the Perpetual Wealth Strategy™ into their own lives.
I specialize in a web-based business and conduct all meetings via webinar and video conference software.
The CLU® and ChFC® are the property of The American College of Financial Services, which reserves sole rights to their use, and are used by permission.