Your Advisory Team

“Coming of age during the Great Recession shaped my understanding of society’s relationship with money. I watched people I knew and respected lose sleep (and sometimes much more) worrying over money they thought was secure. Since then, I’ve spent my career building a different kind of relationship with wealth: one grounded in clarity and planning, not anxiety. As President of Asset Advisors, I help affluent families protect and grow what they’ve built, so they can manage uncertainty with confidence, not fear.”

“The first time I hired a fly fishing guide I was skeptical because I’d been fishing for years. But by lunch he’d shown me three things I’d been doing wrong for a decade. A good guide doesn’t take the rod from you: he stands behind you, watches your drift, and points out what you can’t see from your own angle. That’s exactly the role I try to play for my clients.”

“I enjoy tackling projects around the house and building things. Whether I’m transforming a space from the studs out or helping a client build a financial plan, I’ve found that the best results come from understanding how all the pieces fit together, anticipating what you can, and being prepared to adapt when the unexpected happens.”

“I learned to play guitar when I was younger and quickly realized the importance of tuning. Little tweaks can make the difference between a beautiful sound vs. a disruptive note. I take the same approach to managing a client’s wealth: fine-tuning the details that matter.”

“I was raised on a farm that has been in my family for more than 150 years. From an early age, I developed a deep appreciation for the long-term stewardship required to preserve such a legacy; a principle that has since become central to my approach to portfolio management and investing.”

“I started working for a firm on Wall Street right after high school, and that experience taught me that building wealth isn’t about getting rich quickly. I learned the importance of disciplined decisions, staying invested, and allowing time and compounding to work in your favor. This philosophy also shapes the way I serve our clients: helping them stay organized, feel supported, and move forward with confidence as they work toward their goals.”

“Along the Camino de Santiago, hikers greet one another with “Buen Camino,” meaning “good path.” When I hiked the Camino in June 2017, I loved meeting people from around the world and forming meaningful connections. That’s the same kind of connection I enjoy building with clients every day.”

“I’ve always enjoyed puzzles and strategy games; so in many ways, my role at Asset Advisors is a natural fit. I like digging into a task, finding solutions, and providing the resources that help our advisors address each client’s unique challenge.”

“I’ve always enjoyed baking because it gives me a chance to be creative and share good food with friends and family. I love that something as simple as baking can bring people together, and I have that same people-focused mindset to my work. Whether collaborating with colleagues or supporting a client, I value creating thoughtful and considerate experiences.”