My interest in personal finance began with a 4-H project called You and Your Money. While I also explored beekeeping and woodworking in my 4-H years, it was personal finance that lasted—it allowed me to work directly with people, listen to their stories, and help them navigate their financial lives.

My early career began in banking and evolved into a 15-year journey in financial services IT, serving institutions nationwide. Major life transitions, including time as a stay-at-home dad—eventually led me back to what I find most meaningful: helping families with their financial decisions.

While living in Boston, I met Alan and enrolled in his Financial Planning class at Boston University. After completing BU’s full CFP® certification program, I joined ALENA Wealth, where I’ve found deep fulfillment guiding clients through confident, values-based planning.

I believe the most suitable financial planning is rooted in listening and transparency. I’m honored to support clients through life’s transitions and decisions, both big and small.

Outside of work, I enjoy kayaking, cooking, reading, collecting antiques, and spending time with my wife and daughter.

• Bachelor of Science, Economics and English - Allegheny College, 1984
• Diploma, Financial Planning - Boston University, 2007

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Favorites:

Book:
The Psychology of Money, Morgan Housel

Experiences:
Earning the title of "Dad"

Food:
Mexican, or a great steak

Destination:

Home

Film:

Moneyball