The “Why” Behind the Chaos
I’ve been in wealth management since 2012, working for some of the biggest names in the industry. But my real education started much earlier—on the golf course with my dad.
The most valuable lesson he taught me wasn’t about picking stocks, interest rates, or predicting the markets; it was that time is our most precious asset.
- Time in the market: The sooner you start, the more freedom you build.
- Time with family: The moments you miss with your kids because you’re buried in a spreadsheet are moments you never get back.
I’m in the “Messy Middle” with you.
Even as a professional advisor, I’ve been there. Between raising two young kids, keeping up with the dog, and trying to be a present husband, I’ve found myself staring at my own financial “to-do” list and thinking, “I’ll deal with that when I have time.” But when that rare hour of free time finally arrives? I don’t want to review my disability insurance. I want to be on my bike, on a hiking trail, or planning our next family ski trip.

I started this firm because I realized that “numbers on a spreadsheet” aren’t the goal—freedom is. I want to handle the complex, boring, and chaotic financial tasks for you, so you can spend your time on what actually matters.
The “Adventure” Philosophy
After college, I spent a year cycling across the country, climbing the highest point in every state to raise money for at-risk youth. That trip taught me everything I need to know about financial planning:
- The Long View: You need to know your final destination (The Summit).
- The Mid-Range: You need smaller, achievable goals to stay motivated (The Next State Line).
- The Daily Reality: You need to know what to do today (The Next Mile).
Most importantly, I learned that no matter how good the plan is, the weather will change. You’ll hit rough patches and flat tires. My job is to be the person riding next to you, helping you navigate the detours and keeping you moving toward the finish line.
When I’m Not “CFO-ing” for Families…
You’ll find me trying to keep up with my wife and kids, likely somewhere outdoors. Whether I’m training for a triathlon, golfing, skiing, or traveling, I’m living out the same advice I give my clients: Work hard, plan well, and then go enjoy the view.