I started Roundtable Planning & Investments to help make thoughtful financial planning and disciplined, systematic investing more accessible.

For too long, simple yet sophisticated investment strategies have been confined to tall towers and elite institutions. My goal is to bring that same level of expertise to clients in a more personal, transparent, and relationship-driven way.

Before launching Roundtable, I spent 13 years in the strategy consulting world, working with respected financial institutions across the country. While I was proud of the work, and the companies I served, I knew my true passion was in the field of investments and working directly with individuals and families.

That consulting experience shaped how I approach wealth management today: client-first, outcome-driven, and anchored in thoughtful strategy. I learned how to listen deeply, solve complex problems, and help people make decisions they can feel confident about — lessons that directly inform the way I serve clients now.

I’ve called Charlotte home for over 13 years, where I live with my wife and our two daughters (with a third on the way). When I’m not helping clients plan for their future, you’ll usually find me exploring a trail, planning our next family trip, or experimenting in the kitchen, often with at least one curious helper and varying levels of success.

At Roundtable, I treat your financial well-being like my own — prioritizing clarity, confidence, and control, so you can pursue the future you’ve envisioned for yourself and your family.

If you’re ready to find a financial partner you can trust, I’d love to hear from you.