As the President of Baxter Financial Group, I bring over 13 years of experience in the financial services industry. My journey began at Main Street Tax & Financial, where I honed my skills and developed a passion for financial planning, investment management, and estate planning. Retirement planning was always my dad's focus, and he trained me well. Over the years, I have come to believe strongly in the importance of rounding out financial planning with life insurance and estate planning.
I hold a Bachelor of Science in Business and a Juris Doctor from BYU Hawaii, which allows me to offer a unique perspective as a trained lawyer when examining my clients' financial situations. I find the nuances of dealing with different family dynamics fascinating and am motivated by helping my clients grow, enjoy, and protect their assets. Meeting with clients and helping them figure out their goals is what I enjoy most about my job.
Residing in my hometown of Encinitas, CA, I share my life with my wife, Scotie, and our sons, Felix and Forrest. In my free time, I cherish moments spent with my family, surfing, and enjoying the outdoors. Additionally, I volunteer at the local elementary school, contributing to my community whenever possible.