The Team
What is your background?
I co-founded Silicon Hills Wealth management in 2013 and remain at the forefront of building and developing our great team. I seek continuous refinement of systems and technology solutions to help clients navigate their financial life in a holistic way. Over my professional career, I have built and sold a successful technology professional services company to publicly-traded company and am a lifelong successful entrepreneur.
Why did you become a financial advisor?
When James Werner asked me to help him shape a new vision for an innovative and service-oriented wealth management firm, I jumped at the opportunity to build a new business that would help improve people’s lives.
What challenges do you enjoy?
Helping clients solve strategic problems; keeping fresh perspective on technology landscape within our industry, and making sure clients have access to a diversity of opportunity that will help them meet their life goals.
What do you enjoy outside of work?
Seeing live music and exploring new places with my friends and family; Keeping up with my college friends from Pennsylvania; early mornings in the gym, and walking my dog up and down the hills of Rollingwood.
What are your areas of expertise?
Organizational planning and teambuilding, data-driven technology solutions, whiteboarding a personalized financial roadmap.
What are a few of your favorite things?
My family, local live music, the bands Spoon, Bruce Springsteen, and The National, summer in Park City, college basketball.
What is your favorite quote?
Scott Galloway: Compounding is not just a financial thing. The most important returns in life come from the compounded effects of our investments over time, whether in our finances, careers, hobbies, or relationships. Change the timescale of your life, and you change your life.
What inspires you?
True kindness; beneficial innovation; artistic talent.
What is one thing about you that would surprise people who know you?
I have children ranging in age from 37 to 14!
