About Me



My name is Stu. I’ve been in the industry for 7 years and after working with some larger firms I decided to start my own firm so that I can better serve my clients. Having gone through years of anxiety and depression and learning to live with a much better attitude, my passion lies in using my knowledge of behavioral finance to guide people to their own places of financial peace. Behavioral finance is all about understanding what it is that’s blocking you from making progress towards making better financial decisions and
overcoming those obstacles to find your own financial freedom. Often our decisions about money are based in our past and attached to a strong experience or a money ideal we automatically follow, without even knowing we are doing it. Such as being afraid to take risks with our investments.

As a bonus, my wife is a veterinarian in rural Virginia, and I’ve had the privilege of working alongside her on late-night emergency calls. As a result, after experiencing
firsthand what veterinarians go through and getting my own hands “bloody,” I’ve
developed a lot of respect for the professional and wish to help where I can.

As for what I do outside of working with my wonderful clients, I love spending time with family and friends playing board games, swapping stories, hiking, exploring food options, and in general enjoying each other’s company.  I tend to also be attracted to subcultures and as a result, my hobbies span a wide range including HEMA (Historical European Martial Arts – AKA sword fighting), photography, biking, hiking, volunteering at the local animal shelter, cooking, and most importantly all things coffee.

If one quote could sum up the journey of my life, it would be:

“When the student is ready, the teacher appears”

~ Tao Te Ching


  • Behavioral Finance
  • Tax Planning
  • Career and family planning
  • Life transition planning

Proud member of:

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