After a banking career spanning nearly two decades, I joined the RFG Wealth Advisory team in 2025 as its president. Focusing on strategy, growth, and expanding our capabilities to bring value to our clients, I am excited for our future together.
Depending on the season, our family is found most nights and weekends running between our three kids’ various sporting events: baseball, football, basketball, golf, track, and gymnastics. When not spectating, my wife Erica and I enjoy traveling, hiking, and a good cup of coffee together.
Giving back to the community is my joy and priority, accomplished through service on various not-for-profit boards and supporting our local schools. As a strong advocate for financial education, I have had the opportunity to teach students from 2nd grade to MBAs about practical financial concepts – and let me tell you, 2nd graders ask some good questions!
Our commitment to serving our clients and communities is in the very fabric of who we are at RFG Wealth Advisory – and we look forward to continuing to serve both.
A single-origin Guatemalan fresh roasted by my buddy JT.
Skiing (snow or water), hiking, hunting.
Favorite so far: hiking the Inca trail to Machu Picchu.
It’s a joy to spend time with our three kids and celebrate their varied achievements.
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RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.
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