Founder / Wealth Strategist 

Many smart executives get stuck: overwhelmed by complexity and paralyzed by the sheer number of interconnected financial decisions. 

After 18+ years in private wealth management and as an analyst in valuation and product development, I’ve developed a deep specialization in the financial challenges corporate leaders face.

I hold the CFA (what The Economist calls “the gold standard” of finance), the CFP®, and the CAIA. Less than 1% of financial advisors hold all three designations: CFA, CFP, and CAIA.

I serve as a strategic advisor to an AI-powered tax-planning platform for financial advisors. Contributing to product validation, tax architecture features, and competitive positioning. My intention with this work is to help clients benefit from cutting-edge tax planning tools before they’re available to the broader advisory market.

I’ve also taught CFP® investment courses at the university level and served on a firefighter pension board. 

Outside of MARGIN

Husband to Katie; dad to a college-age daughter in nursing school. Making healthy food taste better, sweating through intense interval exercises, drumming alternative/funk/hip-hop/jazz grooves, and dreaming up tax breaks during international travel while my wife (literally) snaps 1,000 pictures…and has me take many of them…over.