I ground my work in the belief that financial success depends as much on behavior and mindset as it does on strategy or intellect. I enjoy the challenge of bringing investments, tax planning, cash flow, and wealth transfer into harmony for each client, and I lead our team’s advanced planning efforts. Drawing on my background in economics, I also provide thoughtful economic analysis to help our team assess market conditions. Above all, I’m passionate about educating clients and believe that conversations about the psychology of money are essential to meaningful financial planning.
I'm proud to have started my career at Baird in 2017 as a Private Wealth Management Intern at the firm’s headquarters in Milwaukee. I am a CERTIFIED FINANCIAL PLANNER™ professional and graduated from the University of Michigan in Ann Arbor with a B.A. in Economics and a minor in Entrepreneurship. I received my Certificate in Financial Planning from Northwestern University.
I live in Carmel with my girlfriend and our bernedoodle, Lola. Outside of work, I enjoy being involved in the community through the Indy Chamber, volunteering opportunities, and serving as Vice President of the University of Michigan Club of Indianapolis. I’m also a passionate mental health advocate and lifelong car enthusiast.
Why Baird?
For me, Baird’s culture starts with being privately held and employee‑owned, which allows us to consistently act in our clients’ best interests. Clients benefit from a boutique experience supported by deep institutional expertise, grounded in Midwestern values like kindness, empathy, and humility, without losing our edge. Baird’s recognition as a Fortune Best Place to Work reflects a belief I share. When employees are supported and engaged, clients are better served.