Founder, Financial Advisor at
Clearpath Legacy Planning
Years of Experience
14 years
Member Since
2026
I view my role as a Lead Guide rather than a salesman. Just like when I was guiding in the wilderness, my job isn’t just to tell you where you want to go—it’s to ensure that wherever you choose to go, we have the right map and gear to get there safely. This means I’ll also be the one to tell you where we can’t go, helping you avoid the hidden crevasses, unrealistic expectations, and long-term mistakes that can derail a legacy. I also believe no one should have to hunt for their own support team. I act as your primary connector to a hand-picked network of professionals—including CPAs to navigate the tax landscape, Estate Attorneys to protect your family’s summit, and Lenders to structure your largest real estate moves. I bring the right people to the table so that your entire financial life works in sync, leaving you free to focus on what actually matters.
I work best with individuals and families navigating the messy moments of life—high-achieving professionals and parents who are balancing growing careers, complex benefits, and the beautiful chaos of raising a family. Whether you are managing a significant career pivot, navigating a major life transition, or planning a multi-generational legacy, I partner with those who view money not just as a balance sheet, but as a vital tool for freedom and adventure. My role is to provide the clarity and automated strategy needed to weather life’s storms and turn your financial goals into a blueprint for a life well-lived, handling the complex financial "to-do" list in the background so you can be fully present for the bedtime stories and family moments that truly can’t be missed.
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Master of Business Administration
Obtained in 2020
Bachelor of Science in Global Supply Chain Operations Management
Obtained in 2011
Bachelor of Arts in Marketing
Obtained in 2011
Principal, Senior Financial Advisor
2024 - 2025
Director of Client Relations
2020 - 2024
Senior Financial Advisor - Team Lead
2014 - 2020
Financial Advisor
2012 - 2014
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