I have been in the financial services industry since 2019, helping individuals and families build comprehensive, personalized financial plans designed to support their goals. My approach focuses on tax efficiency, thoughtful investment management, retirement income planning, and strategic estate and wealth transfer preparation and implementation.

I believe that effective financial planning goes beyond numbers—it’s about building relationships, understanding each client’s unique situation, and providing guidance with clarity and confidence. I strive to simplify complex financial concepts so clients can make informed decisions and feel secure about their financial future.

In my free time, I enjoy reading, experimenting with new recipes, and spending quality time with my family. My wife and I have been together since 2015, and we are proud parents of six children. Four of our six children have been adopted through the foster care system.

Certified Investment Management Analyst® - CIMA®

Designation granted by Investment & Wealth Institute®. CIMA® is the premier technical portfolio construction program for investment consultants, analysts, financial professionals, and wealth management professionals. Topics include statistics and methods, applied finance and economics, investments, portfolio theory and behavioral finance, risk and return, and Portfolio Construction and Consulting Process. To receive the CIMA® designation, candidates must successfully complete the CIMA® education program, pass the comprehensive exam, meet experience requirement and ethics standards.