Investment Advisor / Principal
My job is to educate and empower clients to meet their most cherished goals. That is the work
that motivates me each and every day and has for more than 20 years.
I hold a degree in accounting and business administration and I have a deep love for that side of
the financial industry, especially challenges like complex estate planning. But as I look back over
my career, I realize that my daily conversations with clients have been the most rewarding. We
do not sell products, speak in industry lingo, or talk over our clients’ heads. We meet them
where they are in their financial journey and distill our years of knowledge down to simple
I’m humbled by the trust and confidence we receive from our clients. I have continued to add
to my certifications in an effort to expand my knowledge and better serve them. I graduated
from Northwest Nazarene University and am designated as both a Certified Public Accountant
(inactive, non-practicing) and Chartered Financial Analyst® (CFA®). I’m also a member of the
American Institute of CPAs (AICPA), the CFA Society of Idaho, and the CFA Institute. I
occasionally teach Financial Peace University at Crossroads Community Church, where I am a
board member. I also served as a founding board member of Love INC of the Boise Community.
I am the father of two daughters and husband to my wife, Shannon. We’re a very active family
and often play tennis, take Greenbelt walks, hit the gym, or hang out with Tucker the Golden
Retriever (known as the most popular man in the house).