I’m a Certified Financial Planner™ at Vintage Financial Partners, working with high earning professionals and young families who are doing well, but want a clearer plan as life gets more complicated.
I help clients sort through the financial decisions that start to pile up as income grows, families expand, and life gets busier. Taxes, investing, cash flow, equity compensation, insurance, college savings, home decisions, retirement planning. None of it exists in a vacuum, and that’s usually where people start to feel stuck.
Most of the people I work with are not looking to make their financial life more complicated. They want a better system. They want to know what needs attention now, what can wait, and where small mistakes could become bigger problems over time.
My role is to help organize those moving parts and turn them into a plan that actually works in real life. That may mean building a long-term strategy, pressure-testing a major decision, making investment choices more tax-aware, or simply helping clients feel more confident that the pieces are working together.
Many clients come to planning for the first time, or come back after an experience that felt too generic, too product-driven, or too hard to use. I try to make the process clearer, more direct, and easier to act on.
I earned a double major in Finance and Information Systems from the University of Maryland’s Smith School of Business and maintain Series 7 and 66 licenses through LPL Financial.
Outside of work, I live in Washington, D.C. with my fiancée, Ashley, and our Cavalier King Charles Spaniel, Charlie, who very much thinks he owns the place. I spend a lot of my free time golfing, traveling, working my way through D.C.’s restaurant scene, and watching the Philadelphia Eagles during football season.
I believe financial planning works best when it is practical, personal, and built around real life.