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 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. 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‘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 my kids won’t eat). I'm also a voracious reader—this mainly tends to be economics, market-related topics, and of course Pete the Cat!