You could call me “an engineer turned finance nerd.” I spent the first several years of my career in engineering, but took a keen interest in finance after starting the MBA program at UT Dallas. That was when I pivoted and spent almost a decade in the corporate finance world.

During my time in corporate finance, I worked on projects ranging from analysis of multimillion dollar capital investment decisions to forecasting operating budgets for public companies, large and small.

The pay was great, I worked with smart people, and I was challenged.

…but something was missing. 

I wasn’t helping anyone – just the corporate bottom line.

Around that same time, I was assisting my parents with their retirement planning. They had accumulated a nice portfolio, and they had questions like: How to invest for this next stage? How much could they safely withdraw without running out of money? How to coordinate portfolio withdrawals with other income sources like social security/pension/annuity? Oh, and by the way, how can this be pulled off tax-efficiently?

As I guided them through that process, I realized that I really enjoyed solving the retirement planning puzzle. I didn’t have to settle for being unfulfilled in my career. The highest and best use of my talents was to serve individuals and families – not corporations.

With that end in mind, I was motivated to become a CFA® Charterholder and begin serving families as a financial planner.

Disgusted with the state of the financial services industry, I wanted to be part of the solution rather than part of the problem. So, I founded 7 Saturdays Financial to provide financial planning and investment management at a transparent price. Building an independent firm from the ground up meant that I could avoid the issues like sales quotas and asset gathering that plague the big box firms. 

My core focus is helping high-performers retire with confidence and make the most of their “7 Saturdays a week”.

When I’m not in a spreadsheet, you can probably find me at the gym or next to a campfire with some meat, a craft beer, and my wife and two daughters.