As Managing Partner at Pisces Wealth, I work with families and first- and second-generation business owners who have built meaningful wealth through hard work, discipline, and commitment to their companies. Over time, many reach a stage where their decisions grow more complex and carry higher stakes, leaving them unsure about what to do next. My role is to bring simplicity and calm to those moments, helping you avoid emotionally driven decisions, and crafting a plan that supports both the life you envision and the legacy you hope to build.

My mission is simple: to make financial planning effortless, purposeful, and empowering. I want you to feel confident that every decision moves you closer to an abundant life where your wealth serves your happiness, your family, and the future you desire. As your advisor, I show up as a steady coach and trusted partner, helping you cut through the noise, see the bigger picture, and stay focused on what truly matters most to you. It is because of this that I typically become your first call for life’s most important, exciting, and challenging moments.

I entered the financial services industry because I wanted to help families use their wealth to live fulfilling lives. Too often, successful business owners spend decades reinvesting in their companies while postponing their own financial well-being. I find great purpose in helping you understand what’s possible, make intentional decisions, and create an actionable financial plan that turns complexity into opportunity.

Your plan comes to life through The Pisces Wealth Process™, a structured and personalized approach that brings order and intention to every aspect of your wealth. Together, we clarify your vision, organize your resources, and create a plan that adapts as life evolves. With ongoing guidance and regular refinement, you gain a fresh perspective and meaningful enhancements that help your money grow with purpose.

What sets me apart is how I connect with genuine curiosity and care to uncover what truly drives your decisions. I listen beyond the numbers to understand your goals, fears, and motivations, then turn that insight into strategies that create direction and momentum. Clients appreciate the balance of empathy and clear-headed analysis I bring to their planning, helping them move forward with purpose even when uncertainty rises.

I graduated from Rockhurst University in Kansas City with a Bachelor of Science in Business Administration.

Outside of work, I enjoy traveling, golfing, cycling, reading, and spending time with my wife, Karen, and our children, Josh, Zach, Alex, Madeline, and Ben.