Driven by guiding clients to their own “aha” moments by combining his love of teaching and a deep understanding of financial planning.
Joined Lido: 2025
Homebase: Scottsdale, AZ
Professional Focus: Focuses on crafting tailored solutions for high-net-worth clients, helping them navigate complex decisions and achieve their unique goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.A., Philosophy, Gonzaga University
Previous Work Highlights: Began his career in financial services as a Financial Representative at Northwestern Mutual, before moving up to Financial Advisor.
Personal Facts: He enjoys composing and performing music and pursuing outdoor adventures, including a goal to hike all of Colorado’s 14,000-foot peaks. In college, he dedicated time to helping others learn and grow, from teaching piano and religious education to coordinating social justice programs.
