Growing up, I was always drawn to helping others and initially planned to pursue a career in medicine. That path shifted after I discovered financial planning through a few books, which sparked a deep interest in wealth management and ultimately set me on a new professional trajectory.

I earned a Bachelor’s degree in Finance from Concordia College and a Masters of Business Administration from Robert Morris University and hold the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER^Ⓡ  professional designations.

I started as an analyst at Gibson Capital in 2023 and was promoted to associate in 2025. Over this time, I focused my efforts in supporting our advisors in the management of client relationships and assisted with financial planning opportunities, portfolio management, and trading. I also contributed to our investment research activities, including manager due diligence, asset allocation research, and the development of capital market assumptions. In August 2026, I was promoted Advisor, and am currently taking ownership of client relationships in addition to continuing independent research and writing.

I reside in Mars with my wife, Brianna, and sons, Theo and Rhys.