Rex is an independent financial advisor who specializes in comprehensive wealth management. He began his private practice in financial services in 1989. When asked about what he does for a living, the answer is most often "I am in the 'people' business and I take care of people."
As a committed lifelong learner, Rex believes it is imperative to stay current and informed in the financial world. He constantly works to improve and fine-tune his craft. Rex is a Certified Financial Planner® and has achieved many certifications, designations and achievements during his career which include being a Certified Investment Manager Analyst (CIMA®) and attaining a Masters of Science in Financial Services (MSFS).
Rex is consultative in his approach and believes that clients are able to implement financial strategies only when they understand the strategies. His meetings are educational and are designed to simplify the complicated world of wealth management. He is dedicated to establishing and maintaining deep, enduring relationships and works hard to provide proper guidance through dynamic market conditions.
Outside the office, Rex enjoys spending time with his wife, Terri, and their family. He plays golf and is an active member of his church and Rotary Club.