C.J. specializes in Comprehensive Financial Planning, including retirement income planning, investment management, and long-term tax planning. C.J began working in the financial services industry in 2012 after an initial career as a college football coach. His passion for analysis, problem solving, and hard work helped him transition quickly to Financial Planning.
C.J. tends to think of financial planning in the same way as preparing for the big game:
1. Fully understand the clients’ goals
2. Under of the details and the big picture to formulate a “game plan”
3. Make on-going adjustments.
CJ’s most fulfilling work is in helping clients gain the perspective to understand their financial position and trajectory so that they use their money in alignment with what is important to them, not to just do what they have always done.
C.J. is married to Marcy, a Real Estate Agent with Wood Bros. They both thoroughly enjoy their careers. Their blended family of five always keeps them busy. They enjoy spending time with family and friends, watching their children’s activities, and traveling to warm places. CJ volunteers as an assistant football coach at Lincoln Southwest High School.