I serve as a financial advisor for families and individuals as they journey through their lives. Our clients have many roles and responsibilities in life, facing uncharted and unexpected challenges all along the way. I’m here to accompany you wherever your journey leads - always adding sound and sage financial advice to guide you at every turn.
Your journey is unique to you, which is why taking the time to understand your goals, wants, and needs is so important. I ask thought-provoking questions to increase my own awareness of what matters to you. I balance data, compassion, and skill, leading to better financial decision-making.
Your financial journey is just one part of your overall life puzzle. I enjoy puzzles because they require curiosity, focus, and perseverance. There is great joy and excitement in making the right moves and critical connections that lead to celebrating your achievements.
I always look forward to learning academically and experientially. I find joy in working in our gardens raising over forty varieties of heirloom tomatoes; raising heritage chickens; and contributing my time and resources to several non-profit agricultural entities because everyone should have accessibility to fresh, healthy and affordable food.
Outside of the office, my focus is on my family. I enjoy spending time with my wife, Ann, and our daughters, Daphne and Iris. Together we enjoy going on adventures whether in our own backyard or across the world.