Advisor | Director of Research
Following 10 years as a corporate tax accountant, I joined PalomarWealth in April 2019. I learned my analytical style can help bring a calm, logical approach to our team efforts and client experience. As an advisor, my goal is to provide a framework and understanding of clients’ opportunities and areas of concern, to build and implement their plan.
I am a Registered Certified Public Accountant in Illinois, have earned my ChFC® designation, and currently studying for the Certified Student Loan Professional designation. Focused on financial education outreach, I partner with co-worker Kelly Holloway on a financial podcast and volunteer as a member of the AFE (Associate of Financial Educators). When not doing my day job, I haven’t given up taxes completely as I run my own sole-proprietor income tax prep. My wife and I hope to travel more as our daughter and son grow.
My top Bible verse is John 3:16, it represents the greatest gift we’ll ever receive.
For God so loved the world that he gave his one and only Son, that whoever believes in him shall not perish but have eternal life.
- M.S and B.S in Accounting, Bradley University
- Registered Certified Public Accountant
- Series 65 License
- Life & Health License
- Chartered Financial Consultant, ChFC®
- Member of PalomarWealth Investment Committee