10/30/2026
$1 billion in assets under management.
It's a milestone I'm incredibly proud to reach—and even more humbled to reflect upon.
In July 2020, I started as a solo practitioner with zero clients and zero assets. Much of the world was shut down, everyone was at home, and there were many quiet, lonely moments when I genuinely wasn't sure whether I would make it.
There was no established book of business and no guarantee of success—just a vision, a willingness to work and the belief that if I kept showing up and putting clients first, I could build something meaningful.
The early days involved countless calls, long hours and plenty of uncertainty. Progress rarely felt immediate. But one conversation became a relationship, one relationship became a referral, and over time the practice began to grow.
More than six years later, reaching this milestone is a powerful reminder of where the journey started—and of all the people who made it possible.
First and foremost, thank you to my clients. Thank you to those who believed in me in the earliest days and to everyone who continues to place their trust in me. Helping individuals and families navigate important financial decisions is a responsibility and privilege I will never take for granted.
I'm also deeply grateful to Jeff Swartz, Colby Bates, Mike Ferguson, Justin Lofaro and Ilan Segev, along with the many mentors, colleagues and friends who offered guidance, encouragement and belief along the way.
While I'm proud of the number, this milestone is about much more than assets. It represents relationships, trust, resilience and the decision to keep moving forward—even when the destination seemed far away.
This isn't a finish line. It's motivation to keep learning, improving and earning the confidence of the people I'm fortunate to serve.
From zero clients and zero assets in July 2020 to this moment today: I'm grateful, humbled and excited for the road ahead.
Let's keep building.
