How I arrived at RWM
"I’ve been a follower of RWM for many years, drawing inspiration from their posts, books, and podcasts. What stood out to me was their commitment to their message and the incredible talent behind it. In 2018, I helped build an independent RIA with my family and a partner—an experience I’ll always be proud of. But when the chance to join this amazing team came along, I knew I was on my way."
Favorite part of the job
"I love being a financial problem-solver—helping clients uncover opportunities that lead to a more meaningful financial life. For me, it’s about the process: collaborating as a team, building thoughtful strategies, and ultimately making the advice personal."
When I’m Not Working
"I’m a lucky guy—I have a wonderful wife, Kristen, a very happy baby boy, Hartwell, and our great dog, Victor. We love hosting friends and family, usually with good food, music, and a glass of wine on our porch. On the weekends in Annapolis, you’ll often find me reading by the water, playing a round of golf, or trying a new recipe in the kitchen."
