My Story
I'll never forget the night I overheard a conversation that changed everything.
My mother was telling my father he might face prison for mishandling company funds. It was a harsh lesson in how financial struggles can impact a family, one that deepened when I later saw a "For Sale" sign planted in front of our childhood home. That moment planted a seed: money challenges can fracture families, but thoughtful financial planning can help hold them together.
Driven by this realization, I committed myself to a career helping others create resilient financial foundations.
After graduating from Penn State University with a degree in Finance, I began my career consulting with financial advisory firms across the country. That experience gave me a unique perspective into what exceptional client care looks like — and more importantly, what it feels like to the families receiving it.
In 2020, that path brought me to Texas, where I continued consulting with advisory firms nationwide, including Apeiron Planning Partners in Dallas. What began as a professional relationship gradually became something more. The firm's commitment to comprehensive planning, long-term relationships, and doing right by clients stood apart from much of what I had seen throughout the industry.
Over time, I realized I wanted to be part of building that future rather than simply advising from the outside. Today, as a CERTIFIED FINANCIAL PLANNER™ professional, I help individuals, families, and professionals create coordinated financial plans designed to support them through every stage of life.
Helping Professionals Navigate Growth
Many of the professionals I work with have built successful careers, increased their income, and accumulated meaningful financial resources.
As a CFP® professional, I help clients coordinate retirement planning, tax planning, investment management, equity compensation decisions, and cash flow strategies into a single comprehensive plan.
I particularly enjoy helping professionals navigate career growth, stock compensation, retirement decisions, and major life transitions.
Over time, I've also developed a particular focus on cybersecurity professionals, a community I deeply respect and believe will continue to play an increasingly important role in our future.
One of the most rewarding aspects of my work is helping people move from financial uncertainty to financial confidence.
Building Apeiron Planning Partners
Beyond working directly with clients, I help lead many of Apeiron's marketing and business development initiatives, helping expand our educational resources and digital presence.
At Apeiron, we believe financial planning is about more than investments. It's about helping people align their money with the life they want to build.
We work with families and professionals throughout Dallas, Lower Greenville, Lakewood, University Park, Plano, Frisco, Richardson, and the broader Dallas-Fort Worth area who want confidence that their financial life is organized, intentional, and aligned with their goals.
Outside The Office
Outside of financial planning, you'll usually find me pursuing some type of endurance challenge.
I've completed marathons, Ironman triathlons, and ultramarathons, including my first 50-mile race through Palo Duro Canyon. I'm currently training for my first 100-mile ultramarathon, the Badger 100.
Endurance sports have become one of the most meaningful ways I challenge myself and continue growing.
My wife Bri and I live in the Lower Greenville area of Dallas with our dog, Pi. Whether we're traveling, exploring Dallas, or spending time with friends and family, we try to embrace experiences that challenge us and create lasting memories.
The same philosophy guides my work with clients. Life is about more than building wealth. It's about creating the freedom and flexibility to fully enjoy it.