After spending 15 years solving finance and engineering problems for major corporations, I shifted gears to focus on personal finance – driven by my passion for helping families build secure financial futures.

My love for numbers led me to an engineering career, and I earned a Bachelor’s Degree in Engineering Management from Miami University in Oxford, OH.  To dive even further, I earned an MBA with a concentration in Finance and Investment Management from DePaul University.

I spent the first 12-years of my career in Chicago working mostly in engineering and supply chain finance. In 2014, my wife and I packed our bags and moved to Seattle where I joined Amazon’s Finance team. Over six years at Amazon, I partnered with cross-functional teams on high-impact projects, including cash flow analysis for robotics, sustainability initiatives, and revenue projections for AWS.

In 2018, life took a new turn as my wife and I welcomed twin boys into our family. With three kids under the age of four, we moved back to Chicago to be closer to family.  This allowed me to pursue hobbies a bit more and I developed a deep interest in all things personal finance.  In 2021, I joined SeedSafe, and in 2024, I earned the CERTIFIED FINANCIAL PLANNER™ designation.

My family and I live in the suburbs of Chicago, raising three active boys. When I’m not working with clients, I’m usually training to finish the next marathon, spending time with my family, or planning our next trip.