Director of Financial Planning Services
I was born and raised in a small town on the Oregon Coast and attended many Oregon Ducks football and basketball games with my dad growing up. College brought me to the east coast, and I was an international finance major at American University when my favorite finance professor pushed me to think hard about my career choice. Dr. John Benjamin told me it was the second-most important decision I would make after picking a spouse or partner. Pointing out that I had both an aptitude for finance and a strong desire to help people, my professor suggested that I consider becoming a Certified Financial Planner™. After graduating and working for several years in nonprofit development, I heeded Dr. Benjamin’s advice and completed the required coursework and passed the CFP® exam, and in 2007, I joined AFS.
At AFS, I love helping clients with their entire financial plan, from retirement and education planning, to tax and legacy issues. I bring the critical details together to form the big picture. I feel the most valuable experience for clients is to work with a qualified team of consultants capable of delivering expert advice across myriad financial planning topics. I work hard to make complex financial topics understandable and to help turn clients’ uncertain aspirations into achievable goals. I feel fortunate I landed at a firm where I not only learn from everyone around me but also get to enjoy the time spent with clients.
I am married to Beth, a social worker, whom I met in Spain, while she was studying abroad and I was taking a year off from college. After graduation, Beth and I lived in Argentina, studying Spanish in Buenos Aires and working in the southernmost city in the world, Ushuaia. I also volunteered helping with micro-lending through the Grameen Foundation, making small business loans to women to give them a path out of poverty. Never a coffee drinker, I discovered a love for maté, a tea that is the national drink of Argentina, that is now my morning beverage of choice.
Our love of travel has taken our family to many other places like Vanuatu, Peru, New Zealand, the Turks and Caicos, and even a trip to Belize with our then-infant son, Leo. We now live in Northeast D.C., where we can view the Capitol dome from the end of our block. On weekends, Beth, Leo, our daughter, Elena, and I love exploring D.C. We try to walk everywhere we go and love the kid-friendly nature of the many parks and museums available outside our door. In my spare time, I am known to cheer loudly for the Ducks, and I also enjoy playing my collection of vinyl records and attending break-dancing classes with my son.
Beth and I believe strongly in giving back to the community. I’ve been very fortunate my whole life and know that not everyone has that kind of support. I am a board member and active volunteer with A Wider Circle, an organization that provides basic living needs to help lift people out of poverty in the D.C. area.