About Me
I’m a financial professional, a former U.S. Navy Petty Officer, and a passionate advocate for financial literacy.
Having navigated high-stakes environments—both in military operations and corporate finance—I’ve developed a deep understanding of risk management, strategic planning, and long-term financial security. My mission is to help individuals, families, and businesses make informed financial decisions that align with their goals and values.
With an MBA and a Master of Science in Applied Quantitative Finance from the University of Denver, I take a data-driven approach to financial advising. Whether it's retirement planning, investment strategies, or risk management, I strive to provide clear, strategic solutions tailored to each client’s unique needs.
At the heart of my philosophy is the belief that financial success isn’t just about accumulating wealth—it’s about creating opportunities, protecting what matters, and building a future that reflects your aspirations. Outside of finance, I enjoy spending time with family, playing golf, competing in trivia, and hitting the pickleball court. I also stay actively involved in veteran organizations and my local community, supporting initiatives that help service members transition into their next chapter.
My Journey into Finance
My path to financial advising wasn’t traditional, but it was always driven by a passion for strategy, problem-solving, and making an impact.
After serving in the U.S. Navy for a decade—where I managed multimillion-dollar assets and coordinated large-scale operations—I transitioned into the financial world. While earning my MBA and MS in Applied Quantitative Finance at the University of Denver, I worked on high-level projects such as:
- Financial Risk Analysis for Various Clients: Assessing internal and external risks, optimizing capital structures, and advising on market opportunities.
- Race & Case Competition (Craig Hospital): Analyzing financial statements to drive operational efficiencies.
- Endowment Portfolio Development: Constructing a $500K investment portfolio using predictive financial models.
Fast Forward To Today
At first, my focus was on big-picture financial strategy—helping businesses and institutions optimize their financial frameworks. But I soon realized the most meaningful impact happens at the individual level. Finance isn’t just about balance sheets and market trends; it’s about real people, real families, and real financial security.
I’ve seen firsthand how strategic financial planning transforms lives—including my own. When I left the military and transitioned into civilian life, I faced new financial challenges, from building a long-term investment strategy to ensuring I had the right protections in place for my family's future. I understand what it’s like to make tough financial decisions, plan for uncertainty, and set goals that go beyond just accumulating wealth—they’re about freedom, security, and building something meaningful.
“Do not save what is left after spending, but spend what is left after saving.” — Warren Buffett
Whether it’s guiding a family toward their first home, helping a veteran transition into civilian financial security, or ensuring a business owner can retire on their terms, I strive to create personalized, dedicated, and lasting successes for every client. My mission is to bring the same analytical rigor, strategic foresight, and personalized guidance to individuals, families, and businesses—helping them turn financial uncertainty into financial confidence.
My Approach & Passion
I believe financial planning should be personal, strategic, and empowering. My approach is built on three key pillars:
- Education: I provide clients with clear, data-backed insights to help them make informed decisions.
- Customization: No two financial journeys are alike. I develop tailored strategies based on individual goals.
- Long-Term Vision: I help clients think beyond immediate gains to create sustainable financial success
- With experience in private equity analysis, corporate finance, and operational leadership, I’ve worked with business owners, families, and professionals to design investment strategies, risk mitigation plans, and retirement solutions that align with their long-term objectives.
My Specialties
Investment & Wealth Management
Building and preserving wealth requires more than just investing—it requires a disciplined approach to portfolio optimization and asset allocation.
With a background in private equity and financial analysis, I help clients grow and protect their wealth through:
- Market insights to identify opportunities and trends.
- Risk assessments to manage exposure and volatility.
- Strategic asset allocation to balance equities, fixed-income securities, and alternative investments based on financial goals, risk tolerance, and investment horizon.
Whether you're looking to diversify your portfolio, optimize investment performance, or plan for generational wealth transfer, I provide tailored solutions that align with your financial objectives.
Retirement Planning
Retirement isn’t just about having enough money—it’s about having a plan. Whether you envision traveling the world, starting a new venture, or simply enjoying time with loved ones, I help clients build personalized strategies to achieve their ideal retirement.
By taking a strategic, data-driven approach, I work with clients to ensure their retirement savings, investments, and income streams align with their long-term vision. Let’s turn your financial aspirations into a well-executed strategy that provides confidence and security for the years ahead.
Families & Income Protection
As someone who has managed financial risks in high-pressure environments, I understand the importance of protecting what matters most. Financial security isn’t just about growing wealth—it’s about safeguarding your future.
I work with families to create comprehensive protection strategies, including:
- Life & Disability Insurance: Ensuring financial security in case of the unexpected.
- Education Planning: Helping parents save efficiently for their children’s future education.
- Estate & Legacy Planning: Preserving wealth and creating a lasting financial legacy for future generations.
By implementing customized financial strategies, I help families navigate life’s uncertainties with confidence—allowing them to focus on what truly matters.
Let's Connect
Whether you're looking to build wealth, protect your family's future, or optimize your investments, I’d love to help you develop a strategic and personalized financial plan.
Let’s work together to turn financial uncertainty into financial confidence.
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