I help individuals and families build confidence in their ability to reach or exceed their financial goals through ongoing, comprehensive financial planning and the optimization of diversified investment portfolios.

My aim with every client is to help them shape financial goals that are in line with their values, work towards meeting those goals more efficiently through prudent planning and investing, and help clients find true fulfillment through attaining their values-based goals.

I work primarily with engineers and my clients range from young professionals to retirees. While I am based in Huntsville, AL, I work with many of my clients virtually across the country.

Services

I offer financial planning and investment management services. Financial planning engagements can either be ongoing or one-time projects. Topics covered with clients generally include:

  • Cash Flow & Debt Management

  • Employee Benefits

  • Investment Advice & Management

  • Tax Planning

  • Insurance Planning

  • Retirement Planning

  • Education Planning

  • Charitable Giving

  • Estate Planning

  • Distribution Planning

  • Deferred Compensation

  • Employer Stock Ownership

Engagements typically start with several meetings up front to get to know you, understand your values, and develop financial goals that align with what is important to you. From there, we use financial planning software to construct a model that maps out the path forward and start implementing any recommended actions. We also discuss your risk tolerance, draft an investment policy statement that is suitable for you, and allocate assets accordingly.

After the initial model is built for ongoing clients, we meet at least twice per year to track progress, update assumptions, and touch base on core planning topics like taxes, benefits, investments, etc. I also provide unlimited availability to my clients throughout the year as needs arise.

In addition to the above services, and perhaps most importantly, I also serve as your financial coach and confidant. Much like a fitness coach, I work with you to establish goals and then keep you accountable so that you are more likely to meet those goals.

If you are interested in learning more about working together, please schedule an introductory virtual meeting.

About Me

I grew up in Naples, FL and discovered my love for math and problem solving at an early age. Naturally, I thought engineering was the right path for me. Upon earning a master’s degree in engineering from the University of Florida, I spent over a decade serving as an engineer and project manager for a couple of the top civil engineering firms in the country.

Through my time as an engineer, my passion for investing and helping others with their personal finances grew to the point that it was time to make a transition. Prior to joining FFA, I launched a separate investment advisory business while still working as an engineer. However, once I was introduced to FFA and had the opportunity to join the firm, it was a no-brainer. It is a firm that was built from the start with the client’s best interest in mind and I wanted to be a part of the team.

I met my wonderful wife, Heather, while working in Dallas, TX. We have since moved to Huntsville, AL to be closer to family. We have two beautiful daughters, Lily and Addison. We love spending time with family and being involved with our church. When I’m not spending time with family or doing investment research, I enjoy backcountry backpacking trips and photography.

Resources

As a fiduciary, I have sworn the ‘Fiduciary Oath’ which holds the following principles:

1. I will always put your best interests first

2. I will act with the skill, care, diligence, and good judgement of a professional

3. I will not mislead you and provide full disclosure of important facts

4. I will avoid conflicts of interest

5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts