I help clients turn financial uncertainty into a confident, livable plan—one that’s grounded in today’s reality and flexible enough for tomorrow’s changes.
At Vintage Financial, I serve as our lead architect for building personalized financial plans using WealthVision, our interactive planning platform powered by eMoney. But it’s not just about software—it’s about strategy. I specialize in current cash flow analysis, budgeting, and long-term retirement modeling to help clients see exactly how their lifestyle and legacy goals align with their resources.
My focus is on giving clients clarity and control. Whether you’re wondering “Can I afford to retire?” or “Will my plan still work if life changes?”—I help you map it out, test it, and refine it until the numbers tell a story you can live with.
Before co-founding Vintage, I began my career at Olde Discount Brokerage, later acquired by H&R Block. I’ve always been drawn to the planning side of wealth management—because returns matter, but results matter more.
I earned my bachelor’s degree in Finance from James Madison University, my CFP® from UMBC, and my CIMA® from the Wharton School at the University of Pennsylvania.
When I’m not building financial models, I’m usually building something else—like a new carpentry project in my garage. I live in Maryland with my wife and two kids, and I coach youth basketball (where my budgeting skills come in handy for managing timeouts and snack schedules).
I believe every good financial plan starts with one question: “What do you want life to look like?” Let’s build it from there.