Bio
Born and raised in Austin, TX, he attended the University of Massachusetts Boston, where he was a member of the baseball team. He enjoys spending time outdoors and stays active playing pickleball. In his free time, he’s also an avid sports card collector.
To me, good investing starts with knowing what each investment is meant to accomplish. The right approach can look very different for everyone, depending on their unique circumstances and goals.
Q&A
I am motivated by learning something new every day and using that knowledge to help others achieve their financial goals. Researching investments and applying that knowledge to help others achieve better outcomes is what makes the work rewarding.
I think learning is one of the best investments you can make. Taking time to understand your investments leads to better decisions, greater peace of mind, and more confidence during market uncertainty.
I’ve always wanted to go on a cross-country road trip with no set agenda. One day camping in Arizona, the next hiking in Utah, catching a MLB game in whatever city I’m in, or swimming in a lake I didn’t know existed the day before. There’s something about waking up not knowing what adventure is waiting for you that day that’s very exciting.
