Most business owners don’t lack advice.
They lack coordination.
                                                                                                                   
I work with privately held business owners whose financial lives have become complex – uneven cash flow, concentrated risk, tax exposure, liquidity decisions, and long-term family considerations that don’t fit neatly into separate silos. My role is to help bring those moving parts together, so decisions are made deliberately, not reactively.

Over the course of my career, I’ve learned that outcomes improve when there is a clear process, disciplined thinking, and someone responsible for seeing the full picture. Before entering wealth management, I worked in environments where mistakes carried real consequences and precision mattered. That experience still shapes how I approach planning today: focus on what matters most, respect downside risk, and remove unnecessary complexity.

As a financial advisor, I help business owners think through major decisions – investment strategy, tax efficiency, business transitions, retirement income, and legacy planning – with an emphasis on coordination rather than isolated optimization. The goal isn’t to chase every opportunity; it’s to create clarity, confidence, and flexibility over time.

I tend to work best with owners who value judgment over products, long-term perspective over short-term noise, and thoughtful planning over constant activity. When those values are aligned, the relationship works – and the results compound.

Outside of work, my wife and I are deeply involved in the lives of our two boys, Hendrix and Wyatt. Most evenings you’ll find us around a basketball court or spending time together as a family.

_{Wells Fargo Advisors Financial Network does not provide legal or tax advice.}

I work closely with Brian Harrison, Managing Partner, to support our clients and help ensure their experience is organized, responsive, and consistent.

As a Senior Registered Client Associate, I help coordinate account activity, facilitate communication, and manage the details that allow the advisory relationship to run smoothly. My role is to help ensure that requests are handled efficiently and that clients always know where things stand.

I take pride in being a steady point of contact and in helping maintain the high standard of service our practice is built around. Supporting long-term relationships and making the process straightforward for our clients is at the core of what I do.