Advisory Services: Associate Advisor
Education, Certifications & Credentials
- B.S. Finance and minor in Economics (Summa Cum Laude), Illinois State University
- MBA with concentrations in Economics and Managerial Decision Making, The University of Chicago, Booth School of Business
- Chartered Financial Analyst® Charterholder
Meeting new people; hiking and cycling on the Central Coast; conversations about travel and snow skiing.
Something about WCF that makes me proud
Our eagerness to challenge financial advice industry norms with our unique values. (Our “Messy Truth” manifesto.)
My grandma's Thanksgiving meal (enjoyed with family); Central Coast craft beers, the darker the better!
Something else about me…
My wife, Desi, and I spent three years living in England. We moved back to the Central Coast, to raise our son, Copeland, and enjoy the “SLO life” together as a family.