Helping people navigate important decisions is at the core of who I am. As a financial advisor, I believe thoughtful planning brings clarity, reduces stress, and helps individuals and families focus on what matters most.
My approach centers on connection. I work closely with clients to understand their goals, values, and concerns, providing clear, tailored guidance for long-term success. I believe trust is built through listening, follow-through, and consistent communication.
Outside the office, I live in Bennington with my wife and our three boys. I enjoy endurance sports, golf, and cheering on the Huskers and Bluejays. I look forward to helping you build a personalized path toward financial confidence.
Since 2015, I’ve partnered with small businesses as a fractional HR, payroll, and accounting consultant—managing daily financial operations, maintaining clean books, and delivering reporting that supports smarter decisions. I’m a QuickBooks Certified ProAdvisor and certified payroll specialist in ADP and Gusto, with hands-on expertise in accounting accuracy and scalable back-office operations.
With over a decade of experience in senior HR leadership and a background in employment law, I help organizations align their people, processes, and compliance with confidence. My work spans HR, payroll, HRIS implementation (Workday, Gusto, Paycor), and accounting—ensuring efficient operations and strong, engaged teams.
Backed by graduate education and advanced HR certifications, I bring a practical, strategic approach to help businesses grow with clarity and control.
