Why I Am in this Profession
Ever since I was a little boy, I’ve loved anything and everything cars. It was a complete obsession and at one point I had magazine subscriptions to every automotive journal and read them over and over. When I was 12, I learned that in order for me to buy a car I would need to earn the money myself. I immediately started a paper route with the Modesto Bee and for the next 2 years, rain or shine, 365 days a year I delivered newspapers on my BMX bike. Handing over $1500 for a 1971 Datsun 510 was one of the most rewarding days of my life. The entire experience taught me the value of a dollar—not to mention the freedom that money provides.
During my freshman year of college, I decided to invest some money I had saved into the stock market. This being late 1999/early 2000 you can imagine what happened next. The wave crashed and I lost 50% of the money in a matter of weeks. It was at that point that I realized I really needed to learn about money and I was fascinated with the psychology of making financial decisions. From courses on behavioral finance from Duke University to volunteering hours working with low-income families, I’ve dedicated my life to understanding not only the role of money in our lives but also what emotional factors drive us when it comes to money.
With that foundation of knowledge and continued academic education, I decided to start my own financial planning firm and help others grow their wealth and spend money efficiently so that they could have a rich and meaningful life.
I am most proud of the big changes clients have made in their lives as a result of our work. Their time has been freed up to devote to doing the things they like with people they love. They retired earlier or worked less. They experienced the joy of giving more to philanthropy and transferred gifts to family members sooner rather than later.
One Thing I Am Doing to Help the Planet
I built a rainwater salvaging system at my family’s residence that reuses almost 2000 gallons of rainwater a year.
Outside of Work My Passions Include
Working on classic cars, any outdoor activity, international travel to eco-lodges, and taking care of our backyard chickens and honeybees.