Winged Wealth Management and Financial Planning began in 1997 with an idea: In order to get sound financial advice, pilots and the military community shouldn’t have to use a giant financial services company that sells high-priced, high-commission, and often inappropriate financial products. Instead, they deserve sound, fiduciary advice and they should be able to choose how they get it.
Over 23 years serving in the Air Force and flying the F-16 and F-35 in combat, test, and training, I’ve helped hundreds of airmen, soldiers, sailors, marines and veterans understand how to max perform their income to produce the opportunity for wealth, a secure retirement, realization of life goals, and financial peace of mind.
Aside from delivering and raising my daughters, marrying my best friend, and having the opportunity to defend our nation, learning to build wealth and help others do the same has been my focus.
So, after years of study and practice, I earned my Certified Financial Planner® (CFP) designation and opened Winged Wealth Management and Financial Planning LLC.
Our Mission is to help pilots and the military community—young, and not-as-young-as-they-wish to gain the same superiority with their financial life, that they attain in their professional life. Air superiority for your financial life—if you will.
Our Vision is pilots and their families, confident in their financial planning and choices, on glidepath for a wealthy and secure retirement.