MY FINANCIAL SERVICES CAREER BEGAN IN 2021
Growing up, I did not have a clear understanding of financial planning. Over time, I came to recognize its critical role in achieving long-term stability and success. This realization inspired me to pursue a career dedicated to guiding others through their financial journeys with clarity and purpose.
My interest in finance was first sparked during my tenure at Fifth Third Bank, where I worked closely with clients to demystify everyday banking processes. I took pride in making financial systems more accessible and in recommending solutions that addressed each client’s individual needs. This experience laid the foundation for my client-centric approach and deepened my appreciation for the impact of sound financial guidance.
Seeking to expand my skills, I joined Edward Jones, where I further developed my skills in investment management and financial planning. During this time, I earned a Master of Science in Finance, where I focused on core valuation techniques, including cash flow modeling. This academic and professional growth enhanced my ability to deliver thoughtful, data-driven strategies that align with clients’ long-term goals.
Together, these experiences have shaped a comprehensive and disciplined approach to financial advising—one that combines the technical with a genuine commitment to client success.
MY PRIVATE VISTA
Outside of my professional work in financial planning, I find great joy in spending time with my wife, Ashley. Whether we’re traveling, discovering new restaurants, or relaxing with our favorite TV shows, I value the time we share together.
I’m also an avid reader and lifelong baseball enthusiast. I enjoy exploring a wide range of literature, with favorites including The Stranger by Albert Camus and The Lord of the Rings by J.R.R. Tolkien. As a devoted LA Dodgers fan, I’ve long admired the legacy of Roy Campanella and continue to be inspired by the extraordinary talent of Shohei Ohtani.
These personal interests—reading, baseball, and quality time with loved ones—bring balance to my life and reflect the curiosity, discipline, and appreciation for excellence that I bring to my work with clients.
EDUCATION
Bachelor’s degree in history & philosophy, University of West Florida
Master’s Degree in Finance, University of Illinois