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.

Where I've Been...

Today's Headlines in Historical Perspective​

President Truman said, “The only thing new in the world is the history you do not know.”

I’m sure you’ve noticed the media’s preference for negativity. If you’ve been searching for a better way to understand what’s happening in the market without being inundated with pessimism and negativity, I’m here for you.

My goal here is to serve you (and only you) by providing the appropriate historical context to today’s doom and gloom headlines in a way that may help you become a better investor. And, hopefully, to be encouraged in the process.

Every week, I share my perspective on the headlines in a way that will encourage you and make you more confident about pursuing your financial goals.

If that sounds like something you’d enjoy, join me by subscribing below.