With 15 years of experience in wealth management and financial planning, I bring both deep technical knowledge and a practical, people-first approach to financial planning. Throughout my career, I’ve had the opportunity to work in both a large financial institution and a smaller independent firm. That range of experience has shaped how I work today, blending the structure and resources of big firms with the personalized, relationship-driven approach of a boutique firm. It also gave me a clear perspective on what clients and their families truly need: a tailored approach, proactive planning, and a partner they can count on through every life stage. I started Highwind Wealth Management with this vision in mind.

At Highwind Wealth Management, we integrate investment management, tax strategy, estate planning, and financial planning into a cohesive and adaptable plan. Life, markets, and goals change, and your financial plan should evolve with them. I also believe that comprehensive financial and tax planning shouldn’t be a luxury reserved for the ultra-high-net-worth; everyone deserves access to financial planning and the financial freedom that comes with it. 

To deliver the highest level of service, I intentionally keep a small client base. That allows me to focus deeply on each relationship and ensure that my clients and their families always receive the time and attention they deserve, as well as my family, who also receive the same focus and attention from me. 

Outside of work, I’m lucky to share life with my amazing wife, Lizz, and our two kids, Fallon and Charlie. When I’m not working or with my family, you’ll likely find me on a mountain bike trail, exploring the outdoors, or lost in some great music.