About

I’m a military officer and financial educator who is passionate about helping people learn how to confidently manage and invest their own money. I’ve been investing personally since 2018, passed the Series 65 (Investment Advisor Law exam), and since provided financial eduaction and coaching to over 50 indivudals. Over that time I’ve learned firsthand how powerful simple, consistent investing can be when it’s built on a strong foundation. Like many people, I started with limited knowledge and had to work through the noise of overly complex advice and conflicting opinions.

My focus is not on managing your money for you, but on teaching you how to manage and grow it yourself. I specialize in breaking down investing fundamentals in a clear, practical way—helping you understand how markets work, how to build long-term wealth, and how to understand investing decisions without feeling overwhelmed. I also emphasize statistics-backed, evidence-based investing principles so you can see what the data actually says, rather than relying on opinions or guesswork. Whether you’re just getting started or looking to become more confident with your investment strategy, my goal is to give you the knowledge and tools to take control of your financial future with clarity and confidence.