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.