
09/15/2025
After years of growing my personal practice, countless hours of studying for investment exams, and thousands of meetings with people all across the nation, I’m excited to announce that I was recently invited to join Roundtable Associates as a Partner.
I rarely post about the work I do, but want to extend an offer to meet with our team for a free planning consultation. Stephanie and I began planning 14-years-ago with the same firm and it’s incredible to look back on what we’ve been able to build with a little guidance and strategy.
I have attached our link in my bio so feel free to fill out the contact section or email us directly at the address below. Cheers to the next chapter.
[email protected]