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I’m that guy who makes your trip to the financial planner a lot more like that neighborhood tapas cafe, and a lot less like your high school accounting class. (This is where I mention that I’m half Spanish, so I know my tapas cafes. )
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If you’re ready to create a financial plan that can work… one that feels like you’re played out on your yoga mat in savasana and not stuck in traffic missing class… check out our SERVICES.
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Or better yet, book a consultation.
When I was 8 years old, I opened my first savings account.
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It was a crisp, clear beautiful Saturday in Oklahoma City. A career was born!
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Ever since, money has come natural to me.
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Officially speaking, I’m a CERTIFIED FINANCIAL PLANNER™, or CFP. While I absolutely wear that acronym like I own the place (oh wait, I do own the place), it’s my ability to make investing and financial planning feel …
Doable.
Comfortable.
Cozy.
… that sets me apart, and makes me quite proud.
(Did that guy just say “cozy?”)
(He did.)
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See, financial planning doesn’t have to be confusing, boring and blah. I’m that guy who actually loves things like compounding interest, ROI and financial statements.
I’m not a financial planner because my guidance counselor once told me I should give it a whirl.

I was meant to do this.
Watch this 3-minute movie reel and learn why we love what we do!
