Advantage belongs to the diligent, not the hasty.

I enjoy helping clients achieve their goals and make an impact with their wealth.

I knew I wanted to work in the financial world once I had a taste of investing and working toward personal goals at a young age. Since 1999, I have focused my career on simplifying complex matters through the financial planning process. I teamed up with Audrey Coleman in 2006 and then with One Degree Advisors in 2014.

I currently hold a Business Economics degree from the University of San Diego and I am a CERTIFIED FINANCIAL PLANNER™. I am also the author of Principled Prosperity where I write columns providing clear advice in a complicated financial world.

When outside of the office you can find me on a soccer field coaching my daughter or watching my boys.

Bucket List: Traveling to Israel with my wife, Robin.

More Photos:

The Election and the Stock Market

The Election and the Stock Market

No one can know the future, but you can know that you have more influence on your own financial future than the next President.


4 Things Every Young Person Should Learn About Life With Money

4 Things Every Young Person Should Learn About Life With Money

Advancement is multiplied and productivity is boundless (if harnessed wisely that is). However, much goes into a properly functioning and thriving society.


The Cleveland Browns have been consistently bad for the last sixteen years

The Cleveland Browns have been consistently bad for the last sixteen years

Football teams have consistent systems for acquiring players, releasing players, and focusing on the fundamentals. Financial success is similarly attained.


7 Questions to Wisely Grow Finances

7 Questions to Wisely Grow Finances

Our culture (especially the younger generation) might be scarred by the recent Great Recession and is looking to government as its savior.