03/12/2026
Spring break this week marked our second annual ski trip since I started my CPA firm.
Starting my firm wasn’t just a professional decision—it was a life decision. I wanted to build something that allowed me to prioritize my faith, my family, and the people I serve.
Time on the slopes with my kids reminded me why that matters.
I try to teach them a few simple things:
Stay humble.
Treat people well.
Respect other people’s time.
When you respect someone’s time, you’re telling them their life and priorities matter.
That same mindset shapes how I serve my clients. Every business owner I work with is balancing responsibilities, families, employees, and decisions that carry real weight. They deserve advisors who value their time, communicate clearly, and show up when it matters.
These moments away with family help keep me grounded in that perspective.
Over the past several years—working as an auditor, starting my own firm, and learning through plenty of mistakes and lessons along the way—I’ve realized there are a lot of stories worth sharing.
So in a couple weeks, I’ll be launching a new series:
“Material Weaknesses: The Chronicles of an Auditor, Husband, and Father.”
Every couple of weeks I’ll share lessons from my career and life—stories about leadership, mistakes, ethics, family, and the experiences that shape who we become professionally and personally.
Grateful for time with my family this week, and looking forward to sharing the journey.