As the founder of Caddie Financial Planning, I take a thoughtful, personalized approach to helping individuals and families navigate their financial lives. With over 20 years of experience in the financial services industry, I’m committed to providing clear guidance, tailored strategies, and long-term support to help clients reach their goals with confidence.
Outside of work, I enjoy spending time with my wife, Linda, and our 120-pound Bullmastiff, Nala. Whether we’re out on a walk, exploring new places, or enjoying a quiet weekend at home, they remind me of the importance of balance and connection—values I carry into my work with every client.