After 10 years as a public health dentist I joined Aptus to help both my peers in healthcare and the public at large find the profound happiness and ongoing satisfaction of achieving financial tranquility.
As a young healthcare provider I experienced the realities of graduating with a massive student loan burden, a young and growing family, no clear sense of how to balance debt and savings, and confusion about which financial products or strategies would be right for my situation. Through the process of finding these answers for myself I discovered a new passion, one just as intense as my love of oral health, which is to be a guide for others who are navigating this financial journey for themselves.
In an industry where there is so much conflicted advice, alleged complexity, and unnecessary jargon I was drawn to Aptus because of their commitment to providing simple, actionable advice that is completely conflict free.
My core values are accountability, empathy, vulnerability, and joy. My mission is to teach and empower people to understand their personal financial situation so they can make their own informed choices. My passions are my incredible wife, my three little girls, my patients, my clients, and skiing. I love to ski!
Please know that effective financial planning doesn't have to be complicated, you can absolutely do this yourself. Reading a few books, digging into some great blogs or listening to a few podcasts will give you the basic knowledge necessary to achieve almost any financial goal you have. If you don't know where to start, I am happy to point you in the right direction. If you don't want to go on that journey alone, I would love to be your partner along the way.
“Not everything that counts can be counted, not everything that can be counted counts.”
– Albert Einstein
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
“Be kind whenever possible. It is always possible.”
– Dalai Lama.
Credentials
Investment Advisor Representative
CFP Candidate; Completed UC Berkeley's Certificate Program in Personal Financial Planning
Education
DMD, Oregon Health & Science University
BS, University of Utah
Experience
2022-present: Financial Planner, Aptus Financial
2021-present: Associate Professor, College of Dental Medicine, Roseman University
2020-2021: Financial Planner, Blue Rock Financial
2012-2021: Dentist and Director of Dental Outreach, La Clinica Del Valle
Expertise
Physicians, dentists and other professionals
Cash flow systems
Cash management and contingency planning
Tax-efficient investing