I’m a wealth advisor, Chartered Financial Analyst, and investment manager who has spent my career helping people make confident financial decisions. Since 2012, I’ve guided hundreds of clients into retirement and helped manage more than $1 billion in client investments. My approach, however, was shaped beyond finance. For 20 years, I’ve been an American Association of Snowboard Instructors member, teaching people to trust themselves on the mountain. The same principles apply to financial planning: meet people where they are, simplify complex decisions, and move at a pace that builds confidence. That’s why I founded WWG—to bring institutional expertise to the people larger firms often overlook, with an approach focused on teaching rather than selling. When I’m not working with clients, you’ll usually find me outdoors—and if our first meeting happens to be on a chairlift, I won’t complain.