Education, Certifications & Credentials
- B.S. Finance and minor in Economics (Summa Cum Laude), Illinois State University
- MBA with concentrations in Economics and Managerial Decision Making, The University of Chicago, Booth School of Business
- Chartered Financial Analyst® Charterholder
Where I live
San Luis Obispo
Hobbies
Meeting new people; hiking and cycling on the Central Coast; conversations about travel and snow skiing.
Originally from
Moline, Illinois
Something about WCF that makes me proud
Our eagerness to challenge financial advice industry norms with our unique values. (Our “Messy Truth” manifesto.)
Favorite food
My grandma's Thanksgiving meal (enjoyed with family); Central Coast craft beers, the darker the better!
Something else about me…
My wife, Desi, and I spent three years living in England. We moved back to the Central Coast, to raise our son, Copeland, and enjoy the “SLO life” together as a family.