San Ramon 's Local Tax Specialist -Summit

Growing up in Akron, Ohio, I was raised with a priority to respect and care for others. My family has a long line of military service such as the Army and the Air Force (I humbly brag and appreciate my older brother’s status as an officer in the Air Force). That same foundation of serving others has been instilled in me since a young age.

I have seen firsthand the power of inserting the right financial planner into an individual’s or family’s financial life. I believe in acting as a teammate and empowering those same people to make financial decisions that brings them comfort and confidence.

As an ambitious student-athlete at the University of Akron, I decided to pursue my passion in finance and helping others through their top ranked financial planning program in the country, and I’ve never looked back. All while playing football and helping the University of Akron reach its second Division I conference championship.

As a tax professional and CERTIFIED FINANICAL PLANNER®, I have helped hundreds of successful families build and implement tax efficient financial plans that fit their dreams. I understand the importance of having an objective teammate guiding a family through the inevitable paths personal finance can create. I hold my Series 65 license and am an Enrolled Agent, administered to practice before the IRS.

I live in Boise, ID with my fiancé Madison, who is a nurse. Outside of work I like to spend time with my family and playing golf. I enjoy rooting for my cursed Cleveland, OH sports teams. A fun fact about the little town of Akron, OH, is that the nations top two basketball stars, Lebron James and Stephen Curry were born there.