With two decades of experience in financial services, my approach blends the perspective of a teacher with the steady guidance of a trusted advisor. I began my career in the wake of the dot-com crash and helped clients navigate the Great Recession—formative seasons that shaped my belief in showing up with clarity, calm, and purpose.
I was raised in Central California’s farm country, where I saw firsthand how financial choices ripple through generations. That early insight, paired with a background in teaching high school history, fuels a commitment to values-driven planning rooted in real-life priorities.
After years at major Wall Street firms, I chose to build an independent practice focused solely on people—no sales quotas, just thoughtful guidance and lasting relationships. Now based in East Tennessee after time in Portland, Oregon, I serve clients across the country, remotely and personally.
As a husband and father of four, including two children with special needs, I understand the complexity and care behind meaningful financial decisions. When I’m not working, you can find me spending time with family and friends or playing music—a lifelong passion that continues to be a meaningful part of my life.