About Me

I wouldn’t say I have a big, formal mission statement, but there are a couple of sayings that sum up how I approach my work: Clients often become friends and friends often become clients — and I believe that doing good for my clients ultimately does good for me and my loved ones. It’s the best return on investment I can imagine.

I tell people all the time that no one will care more about their success than I do—except maybe their family (and honestly, I might even care more than most of them, too). I’ve always thought it was absurd to go to a professional for help and leave feeling even more confused than when you walked in. Unfortunately, that happens a lot with doctors, lawyers, and financial professionals. I work hard to make sure that doesn’t happen with me—everything I do is about making finances simpler and less stressful.

My wife, Gretchen, is a speech pathologist at a hospital, and she’s the reason I started working with health care professionals in the first place. She was the first person I did student loan planning for back in 2015 when we were still dating. Together, we share our home with a stubborn yet lovable husky named Dev, who firmly believes she runs the household. When we’re not working, we love being outside—backpacking, playing golf, or just soaking up the sunshine. I’m also big on mixing cocktails at my home bar, which has turned into a fun weekend ritual for us.