About Me
Over 25 years, I rose from Private to Lieutenant Colonel in the US Army. My service took me from the 2nd Ranger Battalion, the Office of the Secretary of the Army, and through five combat deployments. Memories I’ll never forget.
And yet, all career Soldiers face the same question at some point: what’s next? For me, it’s financial planning. While at Johns Hopkins School of Advanced International Studies (SAIS), economics courses drew me into personal finance, and I’ve been hooked ever since.
If you’ve served with me, you know I’ve spent over a decade helping solve some of our country’s thorniest problems. I plan to apply everything I’ve learned to your financial success.
I am a 100% independent, fee-only fiduciary advisor. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant
Packard Wealth Strategies focuses on financial planning for Veterans, Service Members, and their families.
This is more than just a business to me – it’s continuing a life of service to the community that has given me everything. I’m serving the Military Community because you’re family.
Here’s to becoming your trusted advisor in the future.