I believe my true purpose and calling in life has always been personal finance—helping people align their money with their ideal lifestyle. Inspired by Brian Johnson’s Heroic program and the concept of living with Areté (which stands for excellence), I strive to guide clients toward their best selves through comprehensive financial planning
I began my journey at the United States Military Academy at West Point, driven by a passion for service, but later transferred to the University of Tennessee, Knoxville, where I earned a B.S. in Finance. With over a decade of experience working with clients nationwide, I’ve learned that financial planning is deeply personal—everyone needs a strategy tailored to their unique purpose.
My wife, Amy, and I live in Knoxville, TN, with our two kids, Lizzy and Liam, and our two mischievous cats, Aurora and Pandora. I’m competitive, active, and constantly pushing myself—whether working out, golfing, reading, or watching sports (Roll Tide and Go Vols!). I also love the beach and take every chance to visit the Gulf or Atlantic Coast.
If you’re someone who values purpose, works hard, plays hard, and wants to make the most of life, let’s connect. I’d love to help you optimize your financial future and create a plan that truly supports your best self.
