When did you first become interested in Finance?

I first became interested in finance as a teenager. One of my earliest memories is my dad showing me the statement for an individual stock he had set up in a custodial account for me when I was a baby. He explained how even a small amount—left alone and reinvested through dividends—can grow into something meaningful over time. While my understanding of personal finance, investing, and diversification has grown since then, that foundational lesson stayed with me, and I still hold those shares as part of my portfolio today.

What is your favorite part of what you do at FWP?

What I enjoy most is supporting both our advisors and clients as they work through complex challenges and build thoughtful financial plans that serve their families well. I’m also passionate about building and improving processes that make our team’s work more efficient and enhance the overall client experience.

Do you have any unique hobbies?

I enjoy staying active through weightlifting and playing sports. I’m also very involved in church, where I have the privilege of leading worship while playing acoustic guitar and singing.

Do you have a favorite Bible Verse or Quote?

Romans 12:2 Do not be conformed to this world, but be transformed by the renewal of your mind, that by testing you may discern what is the will of God, what is good and acceptable and perfect.

Which one of the FWP Values means the most to you & why?

Humble Courageous Confidence. These three words capture so much in such a simple way. Striving to live with humility, act with courage, and lead with confidence—both professionally and personally—is something I aspire to daily. I believe this mindset fosters meaningful success and creates opportunities to genuinely serve others well.