Specialties
About Me
I served 26 years in the Navy, on four different submarines, operating and supervising nuclear propulsion plants.
Throughout my career, I saw many of the same financial mistakes come up again and again, especially among younger sailors. Around 2015, I realized that I genuinely enjoyed helping people work through those problems, whether it was budgeting, investing, retirement planning, or simply figuring out what to do next. When it was time to retire from the Navy, I decided I wanted to keep doing that. Today, I help people create, grow, and manage their wealth while planning for the major transitions ahead — whether that means leaving the military, retiring, changing careers, or simply making smarter decisions with their money. My own transition from a 26-year Navy career into financial planning has given me a firsthand appreciation for how complicated those decisions can be. I enjoy helping people build a plan and then watching that plan grow and evolve with them over time.
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Interests & Hobbies
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Credentials
WMCP
Chartered Designations
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Disclosures
All content is for informational purposes only. The information contained herein should in no way be construed or interpreted as a solicitation from Journey Asset Management to sell or offer to sell advisory services to any residents of any State other than the States of California, South Carolina and Texas or where otherwise legally permitted. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Being registered as an investment adviser does not imply a certain level of skill or training. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.