“I enjoy building relationships and helping people gain clarity in their financial lives.”

As a Lead Advisor at Lake Road Advisors and a CERTIFIED FINANCIAL PLANNER™ professional, I’m dedicated to providing an exceptional client experience to the team. My goal is to help clients uncover their life goals, navigate their values and money beliefs, and feel confident in their finances.

I enjoy working with the next generation, mid-career professionals, and those with young families to guide them through complex financial decisions. I place great importance on being a trusted advisor that empowers clients to focus on what truly matters to them.

In May 2022, I graduated with a M.S. in Personal Financial Planning, Program: Advanced Financial Planning and Financial Therapy from Kansas State University. I completed my CFP® Board registered education while obtaining my B.S. in Business Administration, Financial Services and Certificate in Personal Financial Planning at San Diego State University.

Originally from Southern California, I now live in the Portland, OR metropolitan area with my wife Carlie and our two cats, Wiley and Wrigley. In my off hours, I enjoy hiking, traveling to National Parks, and photography.