By day, I work as Financial Advisor & CPA to serve the tech community. My goal is to help people streamline their finances, career, and life.

Away from my standing desk, much of my time is spent with my amazing wife and wonderful children.

I’m also working to continue my daily habit of pushups and pullups, which began in December 2020. I always welcome accountability so feel free to check in.

This site serves as an “Alternate Estate Plan.”

• Read my writing here.

• Subscribe to the “The Weekly Vest” newsletter here.

• Listen to the Tech Personal Finance Podcast here, or on your favorite podcast platform.

• Learn more about working with me here.

• Inquire about a speaking engagement here.