Founder / Wealth Strategist 

Many executives get stuck financially: overwhelmed by complexity, and in need of coordination and collaboration. They realize the hardest financial decisions aren’t just about math.

After 18+ years in private wealth management and as an analyst in valuation and product development, I’ve developed a deep specialization in the complexity that 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’ve taught investment courses at the university level and served on a firefighter pension board. 

I deliberately limit my practice to a select group of families. I chose to focus on excellence instead of growth at all costs. 

Outside of MARGIN

Husband to Katie, dad to a college-age daughter in nursing school. Outside work, you will find me doing intense interval exercises, playing drums locally, and traveling internationally. Life is short, and I run my practice like that.