As a Senior Financial Advisor and Senior Portfolio Advisor on the Longnecker-Nething-Leonard Wealth Management Team, I engage with clients to help them navigate the vast amount of financial noise, bringing a clear vision to their financial lives. Our team focuses on lifelong relationships, educating clients on the importance of developing wealth management strategies, and providing the advice to help meet their financial goals. We work with executives, C-suite professionals, and high income business owners to maximize their ability to keep and invest the majority of what they earn. We take great care, taking into consideration our clients risk tolerance, time horizon, liquidity needs and overall investment goals. We understand the importance of protecting all you've built by creating sensible strategies that address liquidity, longevity and legacy planning.I am and have always been passionate about finance, economics, investing and helping others succeed with their goals. My over 28 years in financial services has only been possible through hard work, integrity and constant learning. My experience has been on both sides of the balance sheet as a small business owner and it includes mortgages, lending, investing and banking. Because of my life and business ownership experience, I can empathize and understand what clients are going through to help them navigate life's financial challenges. I was born in Michigan and moved to Arizona in 1997. I live in the Arcadia area of Phoenix with my wife Sindi, two daughters Zoe (18), Ava (14) and our two dogs Hank and Tito. When not at work I enjoy my family time, watching the girls play their sports (volleyball and soccer), reading non-fiction (mostly finance/economics and history) and I am an avid hiker trekking across the Grand Canyon multiple times amongst other places.I invite you to a conversation about what is important to you and your family today and in the future. We should connect if you have questions about our team, its philosophy, our approach to customized financial advice, investing, wealth transfer or if you are a CPA or attorney interested in a trusted resource for your clients.*Banking and Lending Services are through Bank of America, N.A. (NMLS#671049)*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Habitat For Humanity Central, AZ . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.