310 Wealth Planning is proud to be a sponsor of the Homeschool Performing Arts production of Annie.
Learn more about 310 Wealth below.
Why 310 Wealth exists…
At 310 Wealth, our mission is to advocate for financial clarity for business owners and their families. We take the time to understand your unique needs, offering guidance that aligns with your family’s vision for the future.
Financial planning is so much more than just a portfolio, an investment, or a life insurance policy. Rather than simply telling you what to do with your money, we focus on helping you gain clarity around your finances. From here, we empower you to be able to make the decisions that will have future you thanking current you.
What’s up with the logo?
Meet the founder
The professional:
The professional:
Education: Cornerstone University (B.S. Finance, B.S. Marketing)
Designations: CERTIFIED FINANCIAL PLANNER (CFP®), AAMS®, Series 65, Series 7, Series 63, Life and Health licensed
Industry experience: 4 years
Favorite financial tool: Roth IRA
StrengthsFinder: Restorative, Futuristic, WOO, Individualistic, Communication
Myers Briggs: ENFP
The personal:
The personal:
Family: Married to Natalie since 2021, father since 2023
Life verse: “and Jesus grew in wisdom and stature, and in favor with God and with man.” – Luke 2:52
Hobbies: Fishing (duh), pickleball, raising chickens, hunting, piano, guitar, and the occasional round of golf
Favorite chore: Tending our wood-burning stove
Least favorite chore: Chasing our goose into the coop at night
Pets: 1 dog (Paisley), 1 cat (Chug), 1 goose (Goose), and between 0 and 50 chickens (depending on the time of year.)
Some more family photos
