As a CERTIFIED FINANCIAL PLANNER® professional, I work with mid-career executives, entrepreneurs, and multi-generational families who are doing well financially but still feel unsure whether they’re making the right decisions. Many juggle equity compensation, business transitions, and family responsibilities, and although they’ve accumulated meaningful wealth, they’re not always clear on how to use it in a way that supports the life they envision. My role is to help you cut through the noise, bring structure to financial decisions that feel overwhelming, and create a plan so you can move forward with clarity and confidence.
My mission is simple: to help you understand what you want your money to do for you and then provide thoughtful recommendations that align with your goals and values. You make the decisions; my job is to help you see the trade-offs, stay grounded during uncertainty, and feel supported rather than pressured. I strive to be the kind of partner who brings a calming presence, helps you think more clearly, and ensures every choice reflects what matters most to you. It is because of this that I tend to become your first call for life’s most exciting, important, and challenging moments.
I entered the financial services industry because I genuinely love helping people understand the possibilities their wealth can create for themselves and the people they care about. I enjoy the long arc of this work; spending years sharpening skills across planning, taxes, equity compensation, and long-term strategy, then putting those skills to work the moment you need them. Guiding people through decisions and helping them avoid unproductive patterns is the kind of work that energizes me every day.
What sets me apart is the combination of connection and depth that I bring to every client experience. I’m naturally relationship-driven, but I’ve spent years building a strong technical foundation, so you get both empathy and expertise. I’m also a second-generation advisor, and now I have the privilege of serving many of the same families my father once helped. That background instilled in me a deep respect for this profession and what it means to be trusted with someone’s wealth.
My planning process is intentionally simple and built around you. Our promise is to be as comprehensive as you want us to be. We meet you where you are, tailor our work to your comfort level, and follow the CFP framework for a structured and intentional outcome. We begin with a discovery meeting and a clear proposal of services. From there, we build your full financial picture, meet two or three times to address your top priorities, and wrap up with a planning summary and shared action items. Once your plan is in place, we’ll schedule regular check-ins to review progress, adjust strategies, and make sure everything stays aligned as your life evolves. Our partnership is designed to grow with you.
I graduated from the University of Kansas with a degree in Political Science and a minor in Communications and spent time in Washington, D.C., as a congressional intern in the Senate.
My wife, Lauren, is a social worker in substance use treatment for adults, and I like to say I take care of her so she can take care of everyone else. Outside the office, I’m a classic social butterfly who enjoys local sports, golf, and fun weekends with family, and friends.