Beau started in the financial industry after seeing how his own financial plan was used to achieve his financial goals, he quickly developed a passion for helping others achieve the same financial freedom. Partnering with Dave Ramsey’s SmartVestor program provided the opportunity to assist those clients passionate about their finances. Today, Beau focuses on helping clients create sound financial plans that work to achieve their financial goals considering all areas of their lives. Tax Planning, Financial Planning, and Social Security filing strategies are a specialty of Beau's working to create the optimal strategy for each client.
Beau started in the financial and insurance industry in 2012. In 2020, Beau made the transition to an independent fiduciary financial advisor to be able to offer clients greater resources. He works with clients to achieve their financial goals with processes & investments that align with their values.