Taking control of your financial future opens exciting possibilities, and I'm here to help you explore them. As a Certified Financial Planner™ Practitioner, I offer guidance on insurance, investing, retirement planning, business planning, and wealth preservation. My approach combines analytical rigor with genuine understanding of life's financial challenges. This site provides resources on all these areas to help you make confident, informed decisions.

My Story

I earned a Ph.D. in Microbiology, where I focused on drug-resistant Mycobacterium tuberculosis, spending countless hours in a Biosafety Level 3 (BSL-3) lab. While not quite the full "space suit" needed for Ebola, we worked with serious human pathogens. I loved the research, but after moving to Boise, ID—a place I love—opportunities in my field were scarce, leading me to rethink my career path.

With my analytical skills, problem-solving passion, and interest in finance, I found a new direction. My path to financial planning was deeply personal: my dad was diagnosed with a pituitary brain tumor at 35. Despite multiple surgeries and complications, he lived until 61, though the tumor ultimately took him. Through his experience, I learned the vital importance of a solid financial strategy. After his diagnosis, he couldn't buy more life insurance—a protection he knew our family needed. While my parents planned well for retirement, their situation highlighted how crucial it is to plan for the "what if." This insight drove me to become a financial professional, ready to help others secure their future.

I'm also a professional cyclist, training year-round and racing in regional and national events during the season. Whether on the bike or in finance, I've learned that success comes from careful preparation and dedicated effort.

Your Financial Partner

Life's financial challenges are best faced with a knowledgeable partner by your side. As your financial professional, I'll help assess your needs, interpret the economic landscape, and craft strategies to help protect your family's wealth, lifestyle, and future dreams. Together, we'll develop plans that can make a real difference in your financial life.

Throughout this site, you'll find market data, financial management resources, and information about our services. Let's get started—there's no better time than now.