Chief Investment Officer
Years of Experience
13 years
Number of Clients
130
Average Client Size
$1,000,000
Member Since
2026
I enjoy chess, strategy games, college football, and working out. I like competition, discipline, and thinking ahead, which also shows up in how I approach planning.
I work with individuals, families, and business owners who have built, inherited, or are on track to build significant wealth, typically $1M–$50M. My clients include entrepreneurs, executives, professionals, retirees, and rising high achievers with complex planning, investment, tax, estate, and legacy needs.
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Bachelor of Arts in Business Administration
Obtained in 2009
Financial Advisor
- Present
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