I am dedicated to assisting clients in evaluating their personal circumstances - this includes developing tailored financial plans, strategic investment approaches, and thoughtful steps toward estate planning. I enjoy working with military families, emerging professionals, established experts, and business owners. I previously served on the management team for a life insurance and trust company, operated a ship brokerage company, and worked as part of the Homeland Security Emergency Preparedness team with Booz Allen. I completed nearly a decade of service in the U.S. Navy, finishing as a Lieutenant upon my separation in 2012. I hold a Bachelor of Science from the United States Merchant Marine Academy and an MBA in Finance. I spend most of my free time with my wife and three boys – mostly coaching, traveling, and assisting my children with their homework.