I have been in the financial services industry since 2004 and have served as a Wealth Management Advisor since 2012. My mission is to help you build, preserve, transfer, and enjoy your wealth with confidence, making financial management as simple as possible.
I take a personalized, fiduciary approach—listening first, educating, and crafting thoughtful solutions that align with your financial goals. Together, we’ll address investing, retirement planning, risk management, business succession, education savings, and more through a disciplined financial planning process.
Outside of work, I enjoy reading, live music, theater, great food, hiking, and road trips with my family. I live in beautiful Orange with my wife Stacey, our two children, and our two little white dogs.
I look forward to working with you—how can I help?"