I did my undergraduate studies in Finance and Economics, as well as a Masters in Business, at Arizona State University. I hold the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, which are generally considered the highest held designations in the wealth management field. I previously worked as a Financial Advisor at Morgan Stanley.

While I don’t agree with some of the common practices of the industry, I started my own company because I believe wealth creates the opportunity work towards what you want out of life.

When I am not at work, I enjoy playing with my dog Honey and reveling in the glorious art of picking up heavy things and putting them back down again. The occasional scuba diving trip is an added bonus!