As a young boy, I spent countless hours filling notebooks with consecutive numbers. Looking back, it probably wasn’t surprising that I eventually found my way into a career in financial services. I’ve always enjoyed numbers, organization, and figuring out how things work. But what I’ve come to enjoy most is using those interests to help people and build something meaningful.
As Chief Operating Officer and Partner at Freedom Financial Partners, I oversee the firm’s operations, team development, and strategic initiatives. At heart, I’m a builder. I love creating structure, improving processes, and finding ways to help our team work smarter while delivering an exceptional experience for our clients.
One of the most rewarding parts of my role is helping people grow in their careers. Whether it’s bringing talented new individuals into the firm, developing career paths for our team members, or watching someone take the next step professionally, I take great pride in helping others succeed. My goal is to help build a firm where both our team members and our clients can thrive.
One of my favorite quotes is, “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” That philosophy guides how I approach my work. I believe great organizations aren’t built through any single big decision, but through the culture, relationships, and habits we develop every day.
While much of my work happens behind the scenes, one of my favorite parts of the day is stepping out of my office to say hello to clients. It’s a great reminder of why we do what we do.
Outside the Office
I live in St. Paul with my wife, Ruby, and our four-legged crew. We enjoy walking around the Macalester-Groveland neighborhood, exploring local restaurants, and taking advantage of everything the Twin Cities has to offer.
Outside of Freedom Financial, I also serve as the volunteer Executive Director of Save-A-Bull Rescue, a Twin Cities nonprofit dedicated to rescuing and rehoming dogs. It’s another opportunity to do what I love: work with passionate people, build a strong organization, and make a positive impact in our community.
I’m also a longtime runner, perpetually convincing myself that training for another marathon is a good idea. When I’m not running, you’ll likely find me cheering on Arsenal F.C. in the English Premier League, a passion that has taught me equal parts optimism, patience, and resilience.
Education, Licenses and Financial Services Activities:
- Graduate of Wichita State University
- Summa Cum Laude Graduate of University of Texas at Dallas (MBA)
