With a background in investment real estate, including multifamily properties, self-storage, and various commercial projects, I have a comprehensive understanding of much more than just stocks and bonds. I deeply understand the goals and challenges that business owners face. I bring an analytical approach and a strong grasp of the numbers behind investments.

I believe in truly listening and learning from my clients. It’s through this understanding that I can make a positive impact in their lives. Our firm stands firmly against annuities, life insurance, and mutual funds, adhering to the principle that simplicity is key in investing.

Outside of work, I cherish time with friends and family. My passion lies in cars and motorsports, and you’ll often find me at the track or in a garage.