I’ve been in the financial advice business for over 37 years. Early in my career, I worked with large institutions—foundations, endowments, pension plans, and corporate portfolios—helping them develop asset allocations that balanced return and risk. That experience gave me a deep understanding of how to manage investments with both discipline and purpose.

For the past 23 years, I’ve taken what I learned in the institutional world and brought it into personal finance. Today, I work closely with individuals, families, and nonprofit organizations to build Financial Life Plans that reflect their values and goals. My passion is helping people steward their resources—time, talents, and treasures—in ways that bring clarity, peace, and lasting impact.

I hold a BA in Financial Management, an MBA in Business, and I’m a Chartered Financial Analyst (CFA).

Outside of work, I’m happily married with two wonderful daughters and a spoiled chocolate Lab. I’m active in my church, and I love spending time outdoors, soaking in the beauty of God’s creation.