My Story
My career in financial services began in 2007. As the owner of Apeiron Planning Partners, I strive to lead by example – both in business and in life. My engineering background from the University of Texas taught me that success lies in the details, but my experience has shown that true achievement comes from execution, not just ideas.
How I'm Expanding What's Possible with Money
I help high-net-worth individuals, business owners, and families navigate the complexities where life and finances meet. My approach is rooted in creating tailored, comprehensive strategies designed to preserve wealth, mitigate taxes, and simplify decision-making.
As a CERTIFIED FINANCIAL PLANNER™ professional, I combine the precision of my engineering background with a deep understanding of each client's unique circumstances. Whether it's optimizing tax strategies, planning for generational wealth, or managing transitions like business sales or retirement, my goal is to provide clarity and confidence at every stage of life.
At Apeiron Planning Partners, I'm committed to fostering strong, meaningful relationships. By understanding what matters most to my clients, I ensure their financial plans aren't just numbers on paper—they're blueprints for achieving their aspirations.
Outside of Work
As an Ironman competitor, I've learned the importance of stretching myself and challenging what I thought was possible. My greatest joy comes from being a father to my two daughters, Hadley and Hayden, alongside my wife GeeGee. We cherish our community connections through local organizations and our church involvement. Family remains central to who we are, and we make it a priority to maintain those bonds – especially through our annual trips to San Diego where GeeGee's family resides.
"Ideas are easy, execution is everything." This philosophy guides not only my approach to financial planning but also my commitment to helping clients transform their financial aspirations into reality.