Howdy! Looking for a wealth advisor who truly listens, simplifies the complex, and helps you build a plan you can believe in? At the heart of my approach is one simple truth: you’re not just a portfolio; you’re a person with an amazing story.
I believe financial planning should do more than simply grow and protect your wealth. It should align with your goals, values, and concerns while providing a clear path forward that feels understandable and achievable. My professional background in aerospace engineering and teaching allows me to combine analytical thinking with the ability to make complex topics easy to understand.
I work with individuals, families, and small business owners to help them make informed financial decisions with greater clarity and confidence that fit their ongoing story — whether that means planning for retirement, living in retirement, funding education, or building a legacy.
When I’m not helping clients, you can usually find me enjoying life with my wife, Karen, and shuttling our three boys to their activities. We also have two boxer dogs who are convinced they’re human. In our downtime, I enjoy church, watching and playing sports, board games, music, and occasionally binge-watching the latest streaming show. Have a favorite? I’m always looking for something new to watch so feel free to send me a recommendation!
Ready to take the next step? Let’s start with a complimentary strategy session. I love meeting new people, learning their stories, and helping them pursue their financial goals through a personalized approach.
I look forward to hearing your story and beginning this journey together.