How can I help you?

As a Wealth Advisor and planning specialist, my mission is simple: to partner with you and create a personalized financial plan that reflects your unique goals, values, and comfort with risk. Whether you're focused on growing your wealth, protecting your assets, or preparing for retirement, I'm here to guide you through the complexities of the financial world, helping you make confident decisions and providing peace of mind every step of the way.

It's truly a privilege to work with individuals and families from all walks of life, each with their own aspirations, supporting them on their financial journeys and celebrating their successes.

What make me knowledgeable?

My journey into financial planning was born out of a personal desire to gain more knowledge and understanding to better provide for my own family.

After earning my B.S. in Biology and working in the biopharmaceutical industry for years, I realized I wanted to learn more about the world of finance—not necessarily for the sake of a career change, but to equip myself with the knowledge that would allow me to make the best financial decisions for my family’s future. The more I learned, the more I felt called to help others do the same and empowering them with the financial knowledge to achieve their goals and feel secure in their future. This led me to make the decision to follow my passion and dedicate myself to financial planning full-time. In 2019, while still working full-time as a microbiologist, I pursued the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and now hold registrations with LPL Financial and Private Advisor Group.

I’m grateful to be able to follow my passion for helping others and continuously expand my knowledge to serve you.

Getting to know me:

When I'm not working on financial strategies, I’m with my wonderful wife, Samantha, and our four kids: Mira, Hugo, Mylo, and Ruby. As a musician, I’m on a mission to make sure they grow up appreciating great music—think Dave Matthews Band, John Mayer, Fleetwood Mac, the Grateful Dead, and more.

On weekends, you’ll find me playing electric guitar at church or performing live acoustic music at local wineries and pubs. Music has always been a big part of my life, and it’s something I truly enjoy sharing with others. When I'm not strumming my guitar, I’m cheering for the New York Yankees (I know, sorry Philly fans!) or diving into technical analysis and market trends. And, of course, I can’t forget Louie, our lovable rescue dog, who’s the true king of the house.

Being part of the Capital Planning team is a true privilege, and I’m excited for the opportunity to get to know you and help you achieve your financial goals with confidence.