I provide holistic wealth management services to closely held business owners and ultra-high-net-worth families, with a focus on serving technology entrepreneurs. Through collaboration with my clients’ accountants and legal advisors, I help ensure their personal balance sheet, income taxes, estate plan, and investment portfolio are optimized and coordinated.
With more than 10 years of experience, I proactively look for opportunities to improve my clients’ financial situation while overseeing the day-to-day execution of their plan. They appreciate that I serve as their personal CFO, providing independent and objective advice to maximize their personal balance sheet on an after-tax, after-fee basis.
I’m a proud recipient of the firm’s Harry W. Buttorf Award in 2019 for exemplifying being a creative thinker, developing a new or better way of doing things, challenging the status quo, and approaching work with a can-do attitude. I earned my B.S. in finance from Michigan State University.
Outside of the office, I enjoy spending time with my wife, Kelsey, and our two daughters, Blakely and Sienna. We like to travel, golf, and walk our yellow Lab, Woody.
Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.