Since 2006, I’ve worked with business owners, corporate executives, and high-net-worth families to help them make confident, informed decisions about their wealth. Over the years, I climbed the ladder of success at several major financial firms, earning multiple awards and gaining a clear view of how the industry operates — and more importantly, how it often falls short for the clients it’s meant to serve.

I founded Compound Advisory to change that. After years of searching for the most effective systems and strategies, I created the Compound Cultivator™ Method— a structured, dynamic approach designed to help clients grow and protect their wealth with clarity, confidence, and fiduciary care. Our firm combines modern technology, proactive communication, and personalized planning to deliver outcomes that put the client first — always.

I’m continually inspired by the people I serve — their grit, wisdom, and experience behind the success. Helping them protect and elevate what they’ve built is a responsibility I take seriously.

I believe in being fit for service — physically, mentally, and professionally. That means refining my expertise, prioritizing health and wellness, and staying curious and informed. It’s a mindset that guides every aspect of my life and how I serve my clients.

I’m proud to live in a country that values freedom and opportunity, and I strive to make the most of both. In my free time, I enjoy spending time with family and friends, golfing, skiing, traveling, and being in or around the water.