I attended the University of Central Florida, earning my Bachelor of Business Administration in Finance.
My background running advisory practices at Charles Schwab and Vanguard has allowed me to help clients navigate complex planning needs and realize their lifelong dreams. Money is ultimately a means to an end, and I believe that every person’s “why” is uniquely important. My passion and experience over the previous decade allow me to help individual retirement pictures come into focus. I help solve for fun and enjoyment through financial means.
My wife, two kids, and I live south of Denver, in Castle Rock, CO. We love spending time in the Rocky Mountains and experiencing everything our state offers. We’re both very fitness conscious.
I grew up in the suburbs of Philadelphia and still love rooting for my hometown teams. Go Birds!
My wife’s family is from the San Juan region of Argentina, and she works as a Registered Nurse (RN). Fittingly, my son’s favorite athlete is Lionel Messi.
