Partner, Private CFO
I’m a Marshall U grad (Go Herd!) with a degree spanning multiple disciplines: Economics, Finance, & Management. Helping small business owners, individuals, and families breathe easier has been my calling since 2005.
How would you describe your personality in one sentence?
I’m a fun loving SciFi geek with introvert tendencies.
What is your fantasy job?
With my current skill set, I’m doing my fantasy job. However, if I had Walter Payton’s athletic ability, running back in the NFL would be hard to pass up.
What are your wardrobe constants?
My wardrobe constants are Super hero Tees & Pocket Squares.
What is the catchphrase you use the most?
Catch phrase I use the most is probably “Wait. What?”
What unknown talent do you have?
I can run a 5-minute mile.