10/13/2026
“I’ve only known you for an hour, but I can tell you’re a pitbull.” 🐕🦺
When a new prospective client said this to me last week, I’ll admit I was caught off guard. A pitbull?
But then she explained what she meant, and it became one of the highest compliments I’ve ever received.
Her previous experience was with a veteran advisor who took a very hands-off, "coastal" approach to her financial plan. She felt overlooked. In our short meeting, she realized she didn't want someone just managing her assets from a distance—she wanted someone hungry.
She saw that I’m a driven advisor who is ready to outwork the room and fight for her financial freedom.
I’ve always looked at my youth and energy as my greatest assets in this industry. Being young doesn't mean a lack of experience; it means having the drive, the hunger, and—most importantly—the timeline to see your plan through.
I’m not just here to help you kick off your financial journey. I'm here to see it through from the starting line all the way to your retirement.
If you want an advisor who is hands-on, relentlessly focused on your goals, and locked in for the long haul, let’s talk.