As a young man, I witnessed the worst of the 2008 crash in Reno; one the cities hardest affected by the housing bubble. Family friends lost their jobs, their homes, and their self esteem. House flipping was rampant, prices were out of control, and a culture of living beyond one's means had become pervasive until the music finally stopped. Even then, I could see the problem and as I have grown and learned, I now understand the solution: Careful, holistic financial planning with a focus on strong fundamentals is key. More than anything, I want to be part of the change this industry is experiencing toward a professionalized, independent model that is more widely accessible at all stages of life. It’s why I chose to join BMG.
I hold a Bachelor of Science in Finance from the University of Kansas and an MBA from Rockhurst University. Additionally, I have conducted graduate level research using large datasets and gained great insight about data science and analytics. At BMG, I focus primarily on helping our Prologue clients with financial planning along with building and designing financial plans within our Wealthvision software.