About Me

I am a CERTIFIED FINANCIAL PLANNER™ and Veterinarian.  I focus on serving the needs of Veterinary professionals all over the country.  I enjoy connecting my client’s goals and dreams with their finances.  My wife is also a veterinarian so I understand of the complexity of the Veterinary industry.

I recently retired from the Army and served as a Veterinary Corp Officer since graduating Veterinary School in 2012. I graduated from Iowa State University and met my wife in my 3rd year of Veterinary School. We have two wonderful girls and currently live in California. We enjoy soccer, gymnastics, glee, camping, boating, and sunshine. 

I enjoy helping my colleagues turn their goals, dreams, wishes into reality with holistic financial planning. We are not just going to look at your investment or your student loans, but look at the big picture and see how each decision we make impacts your life. I very much enjoy the financial planning process and the added benefit of working with my Veterinary peers. 

Please set up a time where we can chat as I would love to get you know you better and learn how I can help!

Click here to schedule a time to discuss.