Welcome! I am a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor based in Sunnyvale, Texas, with more than a decade of experience at Fidelity Investments before launching Vantage Wealth Management in 2023. While great planning requires technical expertise, I believe it begins with genuine relationships and a clear understanding of each person’s values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help them make confident decisions about what matters most in their financial lives.
Outside of work, I enjoy spending time with my wife, Nicole, and our sons, Everett and Grayson. We love hiking in the mountains or simply sharing a relaxing dinner on a patio. I’m a lifelong sports fan, especially of the Dallas–Fort Worth teams, and a former college baseball player at Trinity University who still enjoys getting back on the field for softball. My faith is central to who I am, and I’m grateful for the opportunity to serve through my church and local community.