05/04/2026
I'm grateful to share that I recently passed the CFP® exam.
It's a long process that covers every part of financial planning—investments, retirement, taxes, insurance, and estate planning—and I'm thankful for the opportunity to keep growing in a profession centered around helping people make thoughtful decisions about their financial lives.
Shoutout to my wife, Libby. A lot of the studying happened early in the mornings, late at night, and during a season when we were also preparing to welcome our first baby.
Looking forward to continuing to learn, grow, and serve the families who trust me with their planning.
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