FAQs
What’s something most people don’t know about you?
I once went Great White Shark diving off Guadalupe Island, Mexico — one of the world’s main breeding grounds for Great Whites. It was both terrifying and awe-inspiring to see them up close. Sadly, the dive operations there were shut down after the pandemic and may never reopen, so I feel lucky to have had the experience. (See photo below!)
What’s a life goal you’re still working toward?
I want to create more margin for adventure with my family more trips, more experiences, more “remember when” moments. A lot of the work I do is digital and requires a cell phone or a laptop. My goal is disconnect more.
Why did I become a financial planner?
I grew up in a pastor’s home, and that meant two things: we lived a modest lifestyle, but I had a front-row seat to what really matters. My dad taught me that faith, integrity, and service always come first. But I also saw the stress that comes from living on a modest salary the budgeting, the uncertainty, the constant balancing act.
That experience shaped me. It’s why I became a financial planner. My goal is simple: to help people retire early and live with confidence. Not because I think work is bad, but because I believe everyone deserves the choice to spend their best years with family, traveling, serving, or pursuing passions that bring joy.
To me, money is just a tool. A tool to reduce worry, create freedom, and maximize your return on life. And I count it a privilege to walk alongside people as they make that transition with clarity and peace of mind.
I know what it feels like to wonder if the money will stretch far enough. I know how heavy financial worry can feel. And I know what a difference it makes when you finally have a clear plan. Many of the people I work with don’t want to worry about taxes, investing, estate planning, the best accounts to use, etc. Their time is best spent doing what they love. This is why I am here to help.
Do you have a guilty pleasure?
Coffee. Not the “brew it at home and save every dime” approach you’ll hear from financial gurus. I love supporting local coffee shops and trying something new.
What does “retire early” mean to you?
It’s not about quitting everything at 45 and sitting on a beach. For me, retiring early means making work optional—having the freedom to choose how you spend your best years without worrying if the money will last.
What’s your personal philosophy on money?
It’s the ability to wake up and have more control over your time and choices. It’s not about having the biggest number, it’s about reducing regret and stress. I think of money less as a scoreboard and more like a tool. Sometimes that tool that can buy you independence, flexibility, and the chance to spend your life how you want. But a healthy relationship with money isn’t about chasing the highest returns; it’s about avoiding the mistakes that can take you out of the game, living below your means, and having the patience to let time do the heavy lifting.
In short: money should serve you, not the other way around.
What are you reading or listening to right now?
I love podcasts like Founders and Animal Spirits, and books like The Psychology of Money by Morgan Housel. In terms of health/life I like Andrew Huberman and Chris Williamson. But often times I just crack open the bible.
How do you measure success as an advisor?
For me being an advisor is not just about returns on a statement. Success to me is when a client leans back, exhales, and says, “I feel like I can finally stop worrying.” It’s when someone tells me they booked the trip, gave generously, or retired earlier than they thought possible.
What’s one mistake you see people make with money all the time
Two things come up a lot: waiting too long to plan, and/or overcomplicating things. The truth is, simplicity beats complexity every time. A simple, thoughtful plan that you stick with will usually beat the fanciest strategy you can’t sustain.