I’m passionate about guiding businesses, individuals and families towards their financial goals. Whether through 401(k) advising or individual financial planning, I enjoy working closely with my clients to develop 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. As a fee-only Registered Investment Adviser (RIA), we are legally obligated to place our clients’ best interests before any other party when managing investments or providing advice. 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 spend a lot of my time in health and fitness activities. 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! I'm also a voracious reader—this mainly tends to be economics and market-related topics.