Part of my role as a financial planner is to build relationships by understanding my clients’ priorities and staying up to date on the bigger aspects of their lives. As a result, almost every client I work with views me as the core of their financial decision-making process.
I get a lot of satisfaction from the work I do. The uniqueness of each clients’ situation presents fresh challenges daily. What drives me is using my knowledge, experience, and skills to help people use their resources in a way that matches their values so they can live the awesome lives they want!
I love quality time with my wife, Miya. We enjoy playing with our dog, watching movies, cooking together, and talking about the future. I spend my free time shooting hoops when it is sunny, playing guitar just for fun, weight training in the garage, and relaxing by playing games or reading.