I enjoy the dynamic nature of markets and the challenge of turning complexity into clear, actionable advice for our clients. At HFS, the depth and high-touch nature of our services allow us to provide holistic advice across a client’s entire financial life. The gratitude clients express for that level of service, and the relationships built along the way, are the most rewarding parts of my work.

I am a lifelong Texan and live in Austin with my wife and two children, though my favorite hobbies often take me to the mountains to ski and fly fish. I earned my bachelor’s degree in Finance from the University of Texas. Prior to joining HFS in 2012, I spent a decade in the institutional hedge fund management business.