I started my career in 2013 and soon uncovered my passion for the field. Those who know me recognize my enthusiasm for the markets, financial planning strategies, and, of course, spreadsheets. While spreadsheets are valuable tools, I've learned that many financial challenges can't be resolved with by spreadsheets alone. My approach emphasizes listening to clients and grasping the full context of their situations, followed by thorough financial analysis. This process allows me to inform clients about their current situation and their options going forward. Together, we create a plan and implement it over the months and years to come.

I am a lifelong learner, avid reader, and podcast devotee. I earned my Bachelor’s degree in Economics and my MBA in Finance from the University of Redlands. Additionally, I am an Accredited Investment Fiduciary (AIF) and Accredited Asset Management Specialist (AAMS).

My wife Kelly and I make our home on Whidbey Island in Washington State with our twins Oliver and Ainsley. They keep us busy with karate and dance classes, as well as the occasional scraped knee. We're passionate gardeners, and our ideal weekend involves spending time outdoors, whether tending to our yard or exploring local trails beneath the trees.