I work with established professionals and business owners — building goal-based financial plans, custom portfolios, and designing and managing 401(k) plans for businesses with $1M–$50M in plan assets. For owners whose largest asset is their business, I'm also a Certified Exit Planning Advisor (CEPA®), helping them grow its value, prepare it for sale, and plan for the years that follow.

I build investment research and market analysis tools powered by AI to deliver sharper, more disciplined insight to the portfolios we manage. We bring the same rigor to financial planning — across tax strategy, retirement income, and 401(k) design — for individuals and businesses alike.

On a personal note, I'm blessed to share my life with my wife, Sarah, and our two young daughters. My Christian faith shapes my values of integrity, honesty, and compassion, and guides how I serve my clients. Outside of work, you'll find me reading on finance and theology, building software with AI, or enjoying carpentry, camping, and cooking.