Before becoming a financial advisor, I spent seven years as an engineer, including time in management. That background still shapes how I approach almost everything. I naturally break problems down, look for structure, and focus on how systems actually work in practice. That mindset has carried over directly into my work in finance.
Outside of work, I keep things pretty simple. I lift weights regularly, play a lot of golf (probably more than I should), and I'm a die-hard Penn State football fan. Most of my downtime is spent at home with my two cats. I have always preferred routines and habits that are sustainable rather than overly complicated, and that philosophy shows up in how I work with clients.
I focus in working with engineers who have built strong careers and are now looking to better organize and simplify their financial lives, especially as equity compensation, tax efficient strategies, and investments start to overlap.
My focus is on bringing structure to that complexity so decisions feel more intentional and easier to manage over time. I take a collaborative, analytical approach to each client’s situation.
The goal is simple: fewer moving parts, better decisions, and less mental load around money.