I’ve spent over two decades at Legacy helping business owners prepare for a future business transition. I focus on working with privately held and family-owned companies to align their goals with long-term planning strategies that support succession, whether to the next generation or external buyers.
I play a key role in Legacy’s Business Owner Advisory Team, which follows a personalized four-step process to guide clients through the complexities of business growth, continuity, and transition planning. My work is rooted in practical experience and a deep understanding of the challenges business owners face.
A graduate of Lafayette College with a degree in Economics and Business, I began my career at Legacy and credit Executive Vice President
Jan Graybill as a formative mentor. I now serve as a mentor myself, both within the firm and through nonprofit groups like Men of Iron, which supports men in their personal, professional, and spiritual growth
What Inspires you?
“In January 2020 I had the opportunity to serve on a medical mission trip through Global Health Outreach (GHO) in San Miguel, El Salvador. Over the course of the week our missions team served over 1,600 people. Our team provided dental, optometry, orthopedic, pharmacy and general medical care. Some residents walked over 2 hours to experience American medicine, it was quite overwhelming. I expected to give and serve, however what I took home was more than I could give. We served people who had very little resources, but exuded joy, gratefulness, and love. That experience inspires me to serve my clients, colleagues, friends and family with gratefulness, humility, and love. I am hopeful to serve on a missions trip again!
Outside of work, I value time with my wife, Christina, and our four children—Ben, Ellie, Sarah, and Hannah. Together, we stay active with the kids’ school and sports schedules, and we enjoy traveling as a family and serving on mission trips.
