Originally from Maryland, I now live in the Twin Cities with my wife and our two children. We've embraced the rhythm of Midwest weekends—often cheering from the sidelines of local fields, gyms, pools, and rinks (with water bottles and snacks) as we support our kids in their seasonal activities, or spending time in northern Wisconsin enjoying the outdoors and a change of pace.
I began my career in Washington, D.C. at Ferris, Baker Watts (now RBC Wealth Management) in 2004 and relocated to Minnesota in 2012. In the fall of 2024, I joined Baird, continuing my commitment to delivering thoughtful, personalized financial guidance. I’ve held the CERTIFIED FINANCIAL PLANNER® (CFP®) designation since 2012.
I specialize in building long-term, trust-based relationships with clients, helping them grow, protect, and transfer wealth. My approach integrates investment strategy, retirement income planning, and multi-generational wealth planning, all while carefully managing liquidity needs. I’m passionate about making a meaningful impact in the lives of the individuals and families I serve.