Strategies. Consulting. Investing

Our journey is rooted in personal experience. My wife and I both come from modest backgrounds where money was rarely discussed. We worked hard to pay for our own education, build our careers, and create a stable financial future for our family. Along the way, we discovered the power of thoughtful planning, steady effort, and smart decision-making—values that form the foundation of our coaching approach. 

With a bachelor’s degree in business management and a Master of Business Administration (MBA), I combine academic knowledge with real-world experience to help clients achieve their financial goals. I specialize in guiding clients to make more money, save more, eliminate debt, and start investing for their future. I emphasize the importance of setting clear goals and working toward them while still enjoying life. However, I also stress that financial success requires effort and sacrifice—something my family understands deeply. From renovating our first rental property while raising two young children to steadily building our investments, we’ve seen firsthand that hard work pays off. 

As a coach, I take a neutral, judgment-free approach. My goal is to guide clients to identify the problems in their current financial path and develop their own solutions. I believe in empowering people to make informed choices and trade-offs that align with their values and goals. 

On a personal note, my wife and I have been married for 18 years and have two wonderful boys, ages 14 and 10. We cherish spending time together as a family—hiking, mountain biking, running, or playing games. I’ve also served in the Army National Guard for over 20 years, and it was during my second deployment to Iraq that I discovered the concept of Financial Independence, Retire Early (FIRE). While not everyone will pursue FIRE, the principles of thoughtful saving and investing have been transformational for us. 

Whether you're looking to rebuild after financial setbacks, start investing, or create a plan to reach your goals, I’m here to guide and support you every step of the way. Let’s work together to build a future you can be proud of!