After graduating from college in 2006, I entered the financial industry. I began my career at one of the nation's largest independent broker dealers and later gained experience at Schwab.  I quickly knew this was not the way I wanted to deliver investment services as I loved being able to partner with my clients to help accomplish their financial and personal life goals while building lasting relationships.

I specialize in investment management and financial planning customized for physicians. With my wife being a physician, I understand the challenges physicians face in protecting their assets, navigating insurance complexities, all while planning for your future. I'm here to assist you in achieving your financial objectives - whether you manage your practice or work in a hospital.

I also provide valuable support to business owners by assisting them with comprehensive financial planning services, including guidance on employer-sponsored retirement plans. With Austin being a tech hub, I provide assistance to tech professionals with their financial planning and investment management.

• Physician specific financial planning (compensation planning, contract negotiations, Physician lending, asset protection, own-occupation disability planning)

• Tax planning and optimization for high-net-worth individuals and business owners

• Utilization of the private markets to reduce portfolio volatility

• Employer-sponsored plans such as 401(k), profit sharing and cash balance

• Direct Indexing

• Tax-Loss Harvesting

• Private Credit, Private Equity and Private Real Estate to lower portfolio volatility. 

• Retirement Plans(401k, profit-sharing, voluntary after-tax, cash balance)

• Factor-Based Portfolio Management & Optimization

While this is not a unique approach, I do think it is something that sets me apart. I spend a lot of time listening to my clients' concerns, past experiences and goals and crafting a solution that is completely unique to their preferences, and aspirations. Many times advisors want to talk about themselves and their solutions but completely forget to listen to what their clients are saying. I feel this leads to better and more accurate planning that creates a much higher degree of client satisfaction. 

By far my favorite part of working with client’s is being able to be a part of the client's realization of their financial and personal goals and aspirations. It is an honor to be trusted to provide guidance and advice on something that is so meaningful to my clients. I deeply value the long term relationships that I have formed with my clients and view them as an extension of my family.

Savvy has been an absolute game changer for my clients and me as an advisor. In my opinion, the client experience at Savvy both from a service and technology perspective is unmatched. This allows me as the advisor to deliver financial advice in a much clearer and easy-to-digest manner to my client. The other thing I value is the extra time that Savvy has given back to me to allow me to focus on my clients. Due to outdated technology and lack of service support, many advisors spend most of their day completing mundane tasks that should be automated or outsourced. The extra time that I get to work on my client's investment management and financial planning is very meaningful to me. 

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