Broker Check

Team

How I Work

How I Work

I started True Stewards Advisory to build the kind of advisory relationship where clients and advisor steward wealth together— with clarity and intention. I’m an evidence-based, principled investor. I believe in focusing on what we can control, which starts with understanding your desires, keeping tax minimization front and center, and staying laser focused on outcomes.

After 11 years in the industry, starting my own firm gives me the freedom to use the technology and planning tools that truly serve clients. I’m tech-forward, deeply curious, and grounded in first-principles thinking, which shapes how I analyze decisions and plan for the long term. My role isn’t to dictate a plan; it’s to steward it with you—guided by evidence and aligned with your values every step of the way.

I believe there’s never been a better time to be alive, never been a better time to have children, and never been a better time to build for the future.

“The principal role of the industry should be stewardship, not salesmanship.” -Jack Bogle

Meet the Team