Founder and Financial Planner

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. Since then, I’ve spent almost a decade in various corporate finance roles. I’ve worked on everything from analysis of nine-figure capital investment decisions to forecasting operating budgets for public corporations, large and small.

My true passion is helping people achieve their financial goals and educating them to make more well-informed decisions. After all, what good is knowledge if it isn’t shared? 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 families with independent planning and investment management at a transparent price – without the conflicts of interest. I believe helping others achieve their goals is the best use of my education and abilities.

My core focus is helping busy professionals achieve early financial independence/”work optional”. Once they reach this goal, they have the freedom to stop trading their time for money.

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. I also write about personal finance and lifestyle design at www.7saturdaysaweek.com.