Who I work with
I work closely with high-net-worth individuals, families and business owners to help them make sound contextual decisions that support the achievement of their financial goals. As the Managing Director of Aprio Wealth Management, I lead an investment advisory team that provides coordinated financial planning strategies and ensure seamless integration with our internal tax partners.
I guide people along their financial journey and help them remain calm and focused during challenging times. Together we think through their goals and what lies ahead to explore the impact that events and decisions can have on their financial futures. I provide context-based guidance that helps my clients make better decisions by using Aprio’s integrated model that coordinates financial planning, investment advisory and tax planning.
I truly love my work and take great pride in the fact that I have helped hundreds of individuals and families over my 20+ year career.
Unique things about me
During my high school years I sold peanuts and cracker jacks at Jack Murphy Stadium in San Diego.
When I am not at work
I enjoy spending time with my wife, three children and our Brittney Spaniel named Champ.
People say I am
Trustworthy, calm, caring, insightful
I always place my clients best interests first.
I earned my bachelor’s degree in Political Science, History from Emory University.