What drives me every day is the opportunity to walk alongside our clients through the many chapters of their lives—celebrating milestones, navigating challenges, and serving as a trusted sounding board for the decisions that matter most. The dynamic nature of markets and the diverse lives of the people we serve keep the work endlessly engaging and deeply meaningful.
In a world where financial to-dos—rebalancing, tax planning, expense tracking, diversification—are often delayed or overlooked, our role is to bring clarity, discipline, and execution. We take the emotion out of investing, ensuring our clients stay focused on long-term goals while avoiding costly mistakes and tax missteps. It’s about being steady, objective, and always client-centered.
I began my career in finance in 1998 as a portfolio manager and analyst at a Houston-based advisory firm. Since then, I’ve worked with both institutional and individual clients and eventually founded SpringVest Wealth Management, a Registered Investment Advisor based in Fort Worth, Texas. That experience ultimately led me to Fireside Capital Advisors, where I am proud to lead a team committed to delivering personal, thoughtful wealth management.
Outside of the firm, I live in Dallas and am the proud father of Caroline and Christian. Community involvement is also a core value of mine—I’ve had the honor of serving on several nonprofit boards, including the University of North Texas Foundation, The Plano Symphony Orchestra, and The Senior Source. These opportunities have allowed me to give back to causes that align with both my personal and professional values.