Why get up every day and do what I do? Because I love my clients. Just as a doctor must determine why someone seeks medical attention, I work alongside my partner, Ryan Larkin, and our skilled team to help clients navigate their financial lives with confidence.

With decades of experience, I’ve built a career on understanding what truly matters to people and guiding them toward financial security. As our team continues to evolve, I take pride in mentoring the next generation, ensuring that our clients receive the highest level of care and expertise for years to come.

Where are you now? Where do you want to be? What will it take to get you there? We start our relationships by asking these questions and then aligning your Financial Plan to achieve your desired outcome. Staying on track, addressing the inevitable life changing events, adjusting when needed, is what we do as we continue our client relationships.

Removing financial stress, easing fears, and helping clients make rational decisions in an emotional and oftentimes irrational world brings them peace. Achieving this peace and making a meaningful and continuous impact on your life is why we do what we do. Being one of the senior members of a dynamic and highly skilled team is incredibly rewarding. Together, we blend experience with fresh perspectives, ensuring that every client benefits from a thoughtful, strategic approach to their financial future.

Outside of work, I appreciate spending time with my wife and three adult children, traveling, biking, reading, and enjoying wine.

 

Financial planning isn’t just about the numbers—it’s about people, their goals, and the lives they want to build. With almost two decades of experience in financial and tax planning, I take a deeply personal, conversation‑driven approach to helping clients gain confidence, clarity, and long‑term direction. I believe the best financial outcomes begin with genuine connection, proactive communication, and an unwavering commitment to putting clients first.

Together with my partner, Fred Clerici, we’ve built a highly skilled, collaborative team that combines technical expertise with a relationship‑focused mindset. Our structure ensures every client benefits from specialized knowledge, seamless service, and a team that truly understands and supports their aspirations.

Throughout my career, I’ve been honored with several industry recognitions - most notably being named twice to Financial Planning’s Top 40 Under 40¹, an acknowledgement that reflects the passion and care I bring to this work. I’ve also been recognized several times among Forbes’ Top Next-Gen Wealth Advisors², and our team has earned Forbes’ Best-in-State Wealth Management Team honors on multiple occasions³. These accolades are meaningful markers of the commitment we bring to our clients every day.

Outside of my professional life, I’m a dedicated husband to my wife, Tierney, and a proud father of four. I stay active through fitness, sports, and coaching, and I’m deeply committed to serving the community through nonprofit leadership and volunteer work.

At its core, financial planning is about more than growing wealth - it’s about building a life aligned with your values and priorities. That’s what my team and I strive to help clients achieve every day.

¹Published 2/18/25. Data as of 9/30/24; Published 2/11/26.  Data as of 9/30/25.
²Published 8/8/24, rankings based on data as of 3/31/24; Published 8/6/25, rankings based on data as of 3/31/25.
³Published 1/9/25, rankings based on data as of 3/31/24; Published 1/7/26, rankings based on data as of 3/31/25.

I believe success – whether in financial planning, endurance sports, or life – comes down to discipline, resilience, and a long-term mindset. As a financial planner and advisor, I help people navigate life’s biggest financial decisions, from retirement planning to tax strategies and investments. But at the core, it’s about understanding people – their dreams, worries, and what truly matters – so I can help them build a financial plan with confidence and clarity.

Outside of work, my family is everything. I’m a husband, soon to be father, and a proud dog owner. My wife is one of the hardest-working people I know – an educator and coach who gives everything to her students and athletes. Seeing her passion firsthand has only reinforced my own drive to help others. My appreciation for planning ahead, not just financially, but in making the most of time, relationships, and the moments that truly matter has deepened with a baby on the way.

Hard work has always been part of who I am, but endurance sports have pushed that to a new level. Training for and completing marathons, half Ironmans, and a full Ironman has reinforced my ability to stay focused, push through challenges, and embrace the long game – qualities that shape how I approach financial planning.

I also serve on the advisory board of the Baierl Family YMCA in Wexford, where I’m passionate about supporting their mission to strengthen the community and creating opportunities for all. Additionally, I serve on the Victory Multisport Athlete Advisory Committee, where I’ve found an incredible group of people who push themselves beyond limits they never thought possible – just like we help our clients do in their financial lives.

At the end of the day, I believe in showing up – fully, wholeheartedly, and with a relentless commitment to growth. For my clients, that means being a steady hand through life’s biggest financial decisions. For my family, it means being present and intentional with every moment. And for my community, it means lifting others up, just as I’ve been lifted. Life is a marathon, not a sprint, and I’m here for the long run in every sense of the word.

I work closely everyday with all of my team members to ensure our clients receive the best possible service. Whether it’s assisting with paperwork, processing transactions, or answering a variety of client questions, I strive to keep everything running smoothly. I take pride in being efficient, detail-oriented, and always ready to assist—whether that means handling requests quickly or making sure clients feel informed and supported.

In addition to the day to day operations, I enjoy building trust and personal connections with all of our clients, being a reliable resource for them. From a young age, I experienced how discussions regarding finances could often be stressful and even sometimes negative. Approaching my work from that lens has driven me to provide a level of service that is as seamless and stress-free as possible so that our clients can solely focus on their goals with clarity, reassurance, and peace of mind.

Beyond work, I love spending time with my family whether we’re relaxing together at home or being outdoors. I enjoy hiking, ATV riding and traveling. I’m always looking forward to my next travel adventure as I check new destinations off my list.

I am always ready to help our clients provide them with the resources they need to feel secure. Knowing that my work contributes to their confidence and ultimately their financial success makes every day fulfilling.

I help individuals and families navigate their financial lives by ensuring their day-to-day needs are met. Whether it’s scheduling client reviews, preparing meeting materials, assisting with account-related requests, or supporting our team’s marketing efforts, my goal is to provide a seamless and positive client experience.

Beyond operations, I serve as a trusted point of contact, offering timely support and guidance. My passion for personal finance, strategic planning, and helping others led me to pass the CFP® exam, and I continue working toward fulfilling the certification’s experience requirement. I also gained hands-on experience through Baird’s rotational program at the firm’s headquarters, which broadened my understanding of wealth management and the full scope of Baird’s capabilities.

I believe financial conversations should be clear and approachable. Whether working behind the scenes or directly with clients, I strive to make every interaction efficient, personalized, and easy to navigate.

Outside of work, I enjoy golfing, running, and watching English soccer, as well as taking my car to the track for autocross events. Family is especially important to me, particularly my close bond with my brother, David, who has special needs. I also enjoy spending time with our family’s energetic puppy, Jayda.

At the end of the day, my goal is to combine my passion for financial planning with my commitment to helping others, ensuring they feel secure, prepared, and in control of their future.