A Steady Hand in Changing Markets
I was born in 1976 and began my career in financial services in 1997. I’ve been securities licensed since 1999.
Why do those dates matter?
Because it means I didn’t just read about market cycles in a textbook—I managed client portfolios through them. I’ve seen markets soar, and I’ve seen them stumble. That deep experience provides perspective that is hard to find.
I backed that real-world experience with rigorous academics, earning both my undergraduate and graduate degrees in Finance.
But here is the most important thing about how I work: I believe my job is to educate, not confuse. I have spent my career translating complex portfolio theories into easy-to-understand verbiage so my clients and friends can take action with confidence.
When we sit down, you won’t hear Wall Street jargon. You will hear a clear strategy designed for your life.
Renaissance Financal Design 