There is nothing more satisfying to me than bringing my clients the peace of mind they need to make the most out of life with their money. I believe that excellence as an advisor means going beyond technical details and incorporating your values and who you are into the constantly evolving plan we’ll build together.
With specialized experience in holistic financial planning, I’ve dedicated my career to understanding the ins and outs of exceptional client service. Prior to joining Root, I served as an associate advisor at a boutique firm focused on comprehensive financial planning.
My educational foundation comes from Kansas State University, where I earned my degree in education. This background uniquely enhances how I serve my clients—I focus on fostering a comfortable environment that encourages questions and dialogue, distilling complex topics into approachable answers, and ensuring your voice is heard throughout our planning process.
Outside of work, I share my life with my wonderful wife, Hannah, and our guinea pig, Marge. We currently call Bentonville, Arkansas home, though we’re excited to be relocating to Kansas City, Kansas soon to be closer to our families. You can find me staying active in the gym, riding gravel roads or mountain bike trails on my bike, exploring my passion for cooking, and practicing photography. As a bit of a geography enthusiast, my hidden talent is the ability to pinpoint almost any location in the world just using Google Maps street view.
