Phone:
I serve small business owners, professionals, and retirees, helping them navigate the complexities of financial planning. My knowledge lies in financial planning, investment management and tax planning. I take pride in collaborating with our team to help achieve positive outcomes for our clients through every stage of their financial journey. My approach is rooted in thoughtful service, aiming to help others live a great life through sound financial strategies.
I excel at financial problem solving, which is why I pursued a degree in Finance from the University of Illinois. From there I went on to work for non-profit firms because my heart was in serving others and I could interact directly with people. During that time I found that a career in financial planning aligns perfectly with my skills in financial analysis and my passion for working with people. I joined The Planning Center in 2007 and obtained my CERTIFIED FINANCIAL PLANNER® certification in 2012.
Affiliations: Fee-Only Planning
Areas of Expertise: Life Transitions, Retirement Planning, Social Security & Pension Analysis, Cash Flow Coaching
Awards: 10 Young Advisors To Watch from FA Magazine (2017), 40 Under 40 from InvestmentNews (2016), Top CFP Holders Under 36 from Wealth Management (2016)
Certifications: CERTIFIED FINANCIAL PLANNER® (CFP®),Enrolled Agent (EA) Certified Financial Transitionist (CeFT®) Chartered Advisor in Philanthropy (CAP®)
Current Leadership
Past Leadership:
What inspires me:
Volunteers! Especially the great youth coaches and leaders that have motivated and encouraged my children.
Most effective saving tip:
“Your first dollar is the most important one.”
My life’s biggest milestone:
Building a family with my wife. Our four kids and two dogs make life active and exciting every day.
Favorite Destination:
Jarabacoa, a small town in the mountains of the Dominican Republic, holds a special place in my heart. The serene landscapes, exquisite food, and the people are the most welcoming you will ever meet.
My favorite thing(s):
Snowboarding or hiking with my kids and baking woodfire pizzas.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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Suite B
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