As a wealth advisor, I focus on understanding what matters most to my clients—both financially and personally. I use a thoughtful, disciplined process to develop tailored strategies designed to help them achieve their goals. Over time, that partnership helps clients stay confident, organized, and on track.
My background combines analytical rigor with real-world experience. I earned an engineering degree from Texas A&M University and an MBA from the Kellogg School of Management at Northwestern University. Early in my career, I worked with founder-owned businesses, private equity-backed firms, and Fortune 100/500 companies to solve complex financial challenges. Today, I bring that same level of discipline and strategic thinking to the individuals and families I serve.
While I serve clients across the US, my family and I are proud to call Kansas City home. We’re a blended family with six kids (yes—six), which means life is busy, active, and always interesting.
If you're looking for an advisor who will take the time to understand your situation, build a personalized strategy using high-quality investments, and help you feel confident in your plan, I’d welcome the opportunity to connect.