I grew up in Kansas City as the middle child of 6 kids. We never had a lot, and this ignited my interest in finance and financial planning. My first job was as a bank teller at age 15 (they were impressed that I wore a suit to the interview!).
I started with Fidelity Investments in Salt Lake City while finishing my degree in Business Management. I worked as a trader, then later as a Relationship Manager, and finally an advisor for Fidelity Investments over 9 years before joining Woodson.
I became a CERTIFIED FINANCIAL PLANNER™ in 2021 and joined Woodson to further use and expand my planning offering to people that are often underserved by the financial industry.
Today, I focus on early and mid-career professionals who need planning and advice in a world of shifting goals and values. Many people today have a different idea about career and retirement than previous generations. I seek to integrate rather than box my clients in to “conventional wisdom.”
Mental health is a big focus for my practice. I am uniquely positioned to help clients that struggle with financial decision making due to ADHD, anxiety, or other conditions. I am often praised by clients for empathy, understanding, and ability to teach complex concepts in a relatable way.
My personal life revolves around my 3 wonderful kids and my lovely wife, Erin. Together, we love writing and recording music, dancing, and reading!