Decided to pursue a career in wealth management as a teenager, viewing the field as a way to combine his interests in economics, finance, and psychology while working closely with members of his community.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Focuses on guiding his clients, especially those approaching or in retirement, by helping them navigate financial decisions involving equity compensation and concentrated securities. He integrates tax, estate, and charitable planning with diversified portfolio construction to provide clients with confidence and clarity.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.A., Finance; Minor in International Business, Michigan State University
Previous Work Highlights: Began his career in financial services by serving as a Financial Planning Intern at Shotwell Rutter Baer Financial Planners, before graduating and working for Exchange Capital Management as an Investment Advisor prior to its partnership with Lido in 2025.
Lido Advisors, LLC does not provide legal or tax advice. Please consult an attorney or tax advisor should you require such services.
