As a lifelong learner and problem solver, I enjoy studying financial markets and helping clients create strategies to make their wealth work for themselves and their families. I believe in constantly improving my knowledge of finance, math, history, and economic relationships. I savor the research process and challenging myself to learn more. I work to take the best insights from great investors and thinkers and distill their wisdom into investment principles. I also believe in understanding the goals and values of our clients. By applying sound financial principles to each client’s context, I build a roadmap with clients to achieve financial success while managing risk.

I am a voracious consumer of books, audiobooks, and podcasts. I am a student of philosophy and particularly fond of the Stoics and German Idealists. When I’m not studying financial markets or philosophy, I enjoy the outdoors and road trips. My hobbies include fishing, golfing, and weightlifting. I also regularly compete on trivia teams to satisfy my competitive nature. I graduated from Tulane University and maintain a love for New Orleans.