About me

I am a rare Arizona native who grew up in Scottsdale. I earned my Bachelor’s Degree of Science in Finance from the W.P. Carey Business School at Arizona State University. I then became a Brokerage Investment Professional for Vanguard and had various roles within Vanguard for about seven years. I was licensed to deal with individual securities, such as stocks and ETFs, and also mutual funds. Towards the end of my career with Vanguard I also obtained my CFP ® designation in 2015. 

I then worked at Edelman Financial Engines as an advisor for a little under three years providing advice on 401k plans, IRAs, college savings options, and other various financial planning topics. I then started my practice in 2019. I have always been fascinated with the financial world, and specifically with the stock market. It is a big puzzle and requires some critical thought in many areas, which keeps me on my toes. I bought my first stock in high school, and even though it did not turn out well I was hooked. I love helping people, especially with their financial goals. There are some bad actors in the financial world, so I have always worked for reputable companies who treat their customers the right way. 

When I am not working I love playing with my young son and daughter. My wife and I enjoy outdoor activities such as hiking, camping, and snowboarding. Traveling meeting new people and learning new cultures is also a lifetime pursuit of ours.