Growing up, I met people from all over the world. My parents, both from the Midwest, were avid travelers who regularly opened our home to international exchange students. I was raised about an hour north of New York City and later moved to the Midwest for college. I attended the University of Wisconsin, Madison, earning a degree in computer science before launching my career in Chicago with Motorola.

At my brother’s encouragement, I explored California and never looked back. I lived in the Bay Area for seven years, where I met my lovely wife, Paige. We moved to Santa Barbara to raise our family and have called Goleta home since 2009.

Paige is a teacher with a passion for kindness and swimming. We share a love for travel and, between us, have lived in five different countries. Those experiences have given us a broad perspective as well as a deep gratitude for what we have here.

We have two wonderful sons: Henry, now studying computer science at Cal State Long Beach, and Peter, a student at Dos Pueblos High School involved in marching band and wrestling.

I enjoy staying active in the community. I coach youth sports, serve as an assistant wrestling coach at Dos Pueblos High School, and sit on the board of directors for the Dos Pueblos Instrumental Music Program. I also help organize neighborhood events and enjoy hiking and backpacking when I can.

Before becoming a financial advisor, I spent 20 years in financial technology at a privately owned bank. After taking some time off, I chose a more personal and fulfilling path, helping individuals and families gain clarity and confidence in their financial lives. As a Santa Barbara–based financial planner, I work with clients locally and nationwide, providing personalized strategies in wealth management, retirement planning, and legacy planning. Because of my longstanding connection to the Bay Area, I joined a team of financial planners based there, allowing me to stay closely connected to the region while serving clients across the country. I love empowering people to make smart, informed decisions that support their long-term goals.

I’m here as a resource. Let’s connect