My first Call out of the seminary in 1997 was to a small parish that asked in the Call Documents that I also work outside the parish. I accepted, trusting the Lord’s leading. That path soon opened into a finance career on Wall Street at UBS PaineWebber, where I served as a stockbroker, financial advisor, and securities principal. Those early years—listening to Art Cashin on the squawk box, routing trades from the wire room, and learning disciplined market stewardship—shaped my understanding of God's plan for my personal vocation and responsibilities in both kingdoms. After ranking 12th in a UBS class of 135 and earning the Series 24, 7, 63, and 65 licenses, I was invited to join Salomon Smith Barney.

 

Even as my finance career grew, my pastoral calling deepened. I came to see financial guidance as Christian stewardship—helping individuals, families, and ministries faithfully manage what God provides. That led me to serve as a branch manager at LPL Financial, launch my own RIA firm, and, with my wife Anne (a securities attorney), establish a family foundation in 2016.

 

Throughout my ministry, I have had the privilege of serving fourteen diverse congregations across five different districts. These communities, ranging from some of the largest to the smallest and including those both with and without parochial schools, have each contributed generously to my development as a pastor and as an individual. I remain deeply grateful for the unique ways each ministry setting has shaped my ministry.

 

Today, I focus on strengthening small and mid‑sized churches and nonprofits that face increasing financial pressures and a shortage of stewardship expertise. Through Church Organizers Foundation (COF), we help ministries monitor a dual bottom line: Gospel Impact and Financial Sustainability.

 

Our stewardship framework centers on:

- Missional alignment

- True cost analysis

- Living within your means

- Dual bottom-line monitoring (Gospel Impact and Financial Sustainability)

 

Luther reminds us that financial resources are gifts from God—used faithfully, held lightly, and never confused with the Giver. That conviction guides my work with private clients, congregations, and underserved communities. All private‑client assets are custodied at Charles Schwab for security and service.

 

My aim is simple: to help people and ministries steward God’s Word, God's People and God's Things wisely and courageously so that Gospel work continues with clarity and strength.