Chief Technology Officer / Founding Partner
Financial planning is a social science that has often been mistaken for a math equation. Money is shaped by our goals, habits, priorities, and behavior, and I believe good planning starts with understanding what someone wants their life to look like. My role is to help clients simplify the financial pieces, make informed decisions, and use their money intentionally in support of the things that matter most to them.
I graduated from James Madison University with a degree in Finance and have worked in financial services since 2013. Over that time, I’ve held various roles spanning insurance, financial consulting, financial planning, and wealth management. Those experiences have shaped the comprehensive approach I bring to my work with clients today.
I value professional education and, to date, have earned the CFP®, ChFC®, CLU®, RICP®, WMCP®, CLTC®, and FSCP® designations.
Outside of work, I enjoy swimming, running, and generally being active. I teach youth swim lessons at our local pools and love to read, especially nonfiction. I’m also a lifelong Disney fan. I live in the Washington, D.C. area with my wife, Donna, and our cats, Stitch and Dewey Decimal.
A 30–40-year-old professional earning $250K+ individually or as a household whose income and financial complexity or financial stakes have begun to outpace their ability or desire to manage everything themselves. They have meaningful excess cash flow, are willing to pay a planning fee for good advice, and want help making smart decisions around saving, investing, taxes, benefits, insurance, and competing near- and long-term goals.
A 30–45-year-old couple earning $300K+ with young children, growing careers, and enough financial resources that the number of decisions they face has become more complicated than simply “save more.” They want help coordinating retirement, education funding, investments, insurance, estate planning, major purchases, and lifestyle goals while still enjoying the life they are building today.
An affluent individual or couple roughly 5–10 years from retirement through the first 5 years of retirement who has accumulated meaningful assets but now needs to shift from accumulation to intentionally using their wealth. They want a professional to stress-test when they can retire, coordinate income and tax strategy, optimize Social Security and Medicare decisions, manage investment risk, and continually recalibrate what they want their money to accomplish as retirement becomes real.
