I’m passionate about guiding people towards their financial goals. Whether through individual financial planning or 401(k) advising, I enjoy working closely with my clients to develop planning and investment strategies that align with their needs and goals for the future.
I created 9M Investments after spending 15 years in the financial services industry in various roles, all focused on retirement. I often get asked what’s the meaning of 9M. 9M was the cattle brand that my granddad “PaPa” used on his farm. He was also the one that introduced to me stocks and bonds and following the markets. What I didn’t know then, was that this new interest would start a life long pursuit of helping others understand the same. I choose to be a fee-only Registered Investment Adviser (RIA), where I am legally obligated to place our clients’ best interests before any other party when managing investments or providing advice. I choose to be an independent firm to put the focus solely on the needs of my clients. And as a solo firm, I work with people that need my help and want an adviser that knows them and their situations firsthand. I firmly believe in serving my clients with the highest standard of integrity and transparency every step of the way.
When I'm not thinking about my clients, I’m chasing around my two young kids. I love running and have participated in a multitude of races, from 5K's to half-marathons. I enjoy gardening, but especially love cooking with fresh fruits and vegetables (which only one of my kids will eat). I'm also a voracious reader—this mainly tends to be economics, market-related topics, and of course anything and everything Dr. Seuss!