I'm an American but think of myself as a Kiwi that was born in the wrong country, so I moved with my wife to New Zealand in 2019 and never looked back. I'm an enthusiastic life-long learner who also loves to teach others.

I started in finance in 2014, working for one of the most successful mutual fund managers in the US. Throughout my career I have collected various accreditations which has allowed me to become the only financial adviser in NZ that is a CERTIFIED FINANCIAL PLANNERcm/® (CFPcm) in both NZ and the US, a Certified Investment Management Analyst® (CIMA®) and a Chartered Retirement Planning Counselor™/ (CRPC®).

I specialise in working with US expats and also those that have most/all their wealth tied to property.

How I work with my clients:

1. The technical stuff: neurology, how money decisions affect your brain, learning-theory, analysis, break-even calculations, how to optimise portfolios, and understanding the nitty-gritty of investments. The kind of things that most people find boring are just what I love to talk about. There are few things that I enjoy more than a deep conversation with someone.

2. Pictures. I believe that drawings make it easier to understand financial concepts. I am no artist, I'm a simple guy, however, I like to use drawings to make sense of the convoluted financial industry. The idea of “a picture is worth 1000 words" gets said, but I want to put it to practice.

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3. Education: I believe that anyone and everyone deserves to be empowered by learning. As such, I share tips, insights and knowledge regularly on my blog to help people make better choices with their money.