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I am a CERTIFIED FINANCIAL PLANNER® professional who loves to help people answer the question, “Where do I go from here?” As a former journalist, I believe that asking the right questions and finding answers is the key to financial empowerment. Over 15 years of serving clients both in Arizona and across the U.S., I have learned that financial struggles often stem not from a lack of resources but from a lack of understanding about them. Based on this insight, I have developed a dialogue and solution-focused approach to financial planning. My goal for each client is to help them craft the outcome they want for their own life story.

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Because of my proven ability to turn financial obstacles into opportunities, many of my clients are individuals working to recover from a death, a divorce, or a debilitating illness suffered by themselves or by a loved one. Some of my proudest accomplishments include helping a grandmother retire early to care for her disabled granddaughter, assisting a father battling brain cancer to organize his affairs and leave a legacy for his children, and supporting countless spouses as they rebuild their lives after the loss of a partner. I believe that much of my success working with this community comes from the fact that I am a compassionate problem solver. 

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Since joining Moors & Cabot, Inc. in 2019, I have built an independent advisory practice focused on helping clients build resilience, anticipate the future, and reduce the stress of life’s uncertainties. While many advisors aim to provide a broad range of services, I set myself apart by forming active partnerships with estate planning attorneys, tax advisors, and - most importantly - the family members that my clients are looking to protect. My wife Jen and I are the proud parents of four rambunctious boys along with our loving Rottweiler named Cody. As a family, we enjoy hiking Arizona’s beautiful trails, swimming, and reading together. In what free time I have left, I love to cook, write, and shoot landscape photography.