As President & CEO, I am passionate about both protecting and growing my clients' financial assets. I have a background in risk management and investment analysis before founding Adaptive Advisory in 2015. I love to delve into the details, which means my clients get personalized plans and attention, but I also recognize that the most important aspect is keeping track of the big picture and staying focused on the client's goals.
Outside of work, I love to compete at sports and board games! My wife and I were foster parents for 5 years, and we adopted a child from foster care! My family loves animals and we have accumulated: 1 hamster, 2 dogs, and 2 gerbils.
