In addition to ongoing financial planning and investment management, I also offer flat-fee one-time financial plans.
I have been in financial services for 13 years, but I have been managing personal and family investments for over 20 years. My first job in financial services was during business school, when I served as an equity research analyst for a hedge fund, researching individual stocks and making buy/sell recommendations to the fund manager. There were a couple times in this role where I walked into the fund manager's office, and he was practically pulling his hair out, because the market was not behaving the way he had anticipated. This was a wake up call for me that this was not the kind of investing I wanted to be doing the rest of my career.
Around this time, I read a book by John Bogle, the founder of Vanguard, and it seemed like he was speaking directly to me. I felt very aligned with the investment philosophy and the values he espoused, and I was fortunate to be hired by Vanguard not long after (where I had a chance to meet Mr. Bogle). I spent a total of 8 years with Vanguard before deciding in 2019 to start my own wealth planning firm so I could provide higher-level service to my clients; however, the Vanguard way continues to shape my investment philosophy with a focus on low-cost investing (including minimizing taxes), broad diversification, maintaining long-term investing discipline, regular rebalancing, etc.
I have been married to my lovely wife since 2009, and we have three kiddos who keep me plenty busy outside of work. I am passionate about raising them to be thoughtful and curious - lifelong learners who prioritize character and integrity in all things. I love the great outdoors, music and reading, as well as experiencing new foods and cultures.
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