Professional Background
Originally from Pennsylvania, I hold a bachelor’s degree in finance from the University of Pittsburgh, with a minor in English literature. As a CERTIFIED FINANCIAL PLANNER™ professional, I bring over two decades of experience in the financial services industry.
Before founding Impact Fiduciary in 2017, I served as an advisor at a large independent firm, where I worked with over 300 clients and advised on more than $100 million in assets.
Personal Story
My wife and I first met in Pittsburgh, and after relocating to the West Coast, we’ve made California our home for the past 18 years—living in San Diego, San Francisco, and now Northeast Los Angeles.
When I’m not working with clients, you can usually find me on a hiking trail or at the beach with my two young daughters. I love swimming in the open water and over the years I’ve escaped from Alcatraz, swam under the Golden Gate Bridge and raced from San Diego to Coronado.