I’ve always enjoyed work that demanded precision, technical knowledge, and meticulous execution to deliver solutions that work. Prior to becoming a financial planner, I spent over 15 years in the telecommunications industry, specializing in advanced roles in network infrastructure and fiber systems. This experience in problem-solving for complex networks has shaped how I approach financial planning and supports my shift to work that has a deeper meaning. I'm honored to have the opportunity to directly impact the lives of others in my work each day.
I have a Bachelor's degree in Consumer and Family Financial Services from the University of Arizona Global Campus and am currently pursuing the CFP® certification. Day to day, I focus on guiding individuals and families through financial decisions that support their long-term goals, whether that’s retirement, investing, or simply getting organized and gaining clarity around their finances. I apply the same analytical mindset I used in engineering environments to help clients break down complexity, stay calm when emotions run high, and not lose sight of the things they’ve worked so hard for.
I serve clients directly and believe financial planning should be personally meaningful. In my role as an Associate Financial Planner, I’m committed to providing actionable, evidence-based financial strategies that are relevant and tailored to each client's unique situation.
I live in Colorado, and outside of work, I love spending time enjoying the outdoors with my wife and three children, exploring the mountains, snowboarding, and hiking together.