As founder and wealth planning advisor at Trailhead Financial, I help navigate your complex financial life with clarity and purpose. I believe that effective financial planning is essential to address both short- and long-term goals and means more than just saving for the future. It’s about working together collaboratively to manage your income, investments, insurance, and estate planning needs through every stage of life.
My mission is to free up your mental and emotional financial energy so you can focus on what truly matters – family, career, and the pursuits that bring you joy.
Coming from a family of educators and social workers, I entered the financial services industry to combine my desire to serve people with the opportunity to build a thriving business. Today, I work with a select group of busy professionals and successful business owners who are actively engaged in their communities, value experiences, and have a unique vision for their retirement.
What sets me apart is my ability to explain complex financial concepts in a clear, concise, and easy-to understand manner, along with my systematic organization. I particularly enjoy helping consolidate your financial “junk drawer” to create a sense of order and control.
My structured yet flexible process begins with a comprehensive discovery session. I want to hear your story, learn your family dynamics, understand your goals, and get a complete picture of your financial situation. By coordinating the various aspects of your finances, we can analyze the impact of your current decisions on your future vision. Using an objective approach, I’ll craft a personalized financial roadmap and a customized investment strategy that aligns with your broader aspirations. Once implemented, we’ll meet annually so your plan remains dynamic and responsive to both personal changes and external factors.
I earned the prestigious CERTIFIED FINANCIAL PLANNERTM certification (CFP®), which is obtained after a rigorous two-day exam covering the financial planning process, tax planning, employee benefits, retirement planning, insurance, estate planning, and wealth management. As a CFP®, I pledge to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.
My educational background includes a degree in Business Administration from Baldwin Wallace College in Berea, OH, where I also played baseball for four years. This experience instilled in me the importance of teamwork, discipline, and strategic thinking, all of which are essential in my work as an advisor.
I am an outdoor enthusiast and passionate advocate for fitness and wellness, currently serving my second term on the Loudoun County Parks, Recreation, and Open Space Board and acting as the Loudoun County Liaison for the Mid Atlantic Off-Road Enthusiasts.
In my free time, I enjoy supporting and participating in trail running and mountain biking races. My wife, Kristen, is a teacher, and we have two daughters, Ella and Ivy
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