When I entered the financial services industry in 2011 after finishing my undergraduate degree in philosophy and international studies, many of my peers jumped almost immediately into roles where they were providing advice to clients. I chose a different direction; one that would help me to become as knowledgeable as possible before taking on the incredible responsibility of helping people be stewards of their life’s savings. There are no shortcuts to doing this job well, and I wasn’t interested in pretending otherwise.

Every step in my career has been here in Rochester and has kept me deeply connected to this area that I love. I began as a researcher at Manning & Napier, where I studied health insurance and money optimization strategies. In 2013, I joined a team of planning-focused advisors at Wells Fargo Advisors as a licensed assistant. Over my seven-year tenure with that team, I earned my master’s degree in personal financial planning from Kansas State University, gained the CERTIFIED FINANCIAL PLANNER™ designation, and was promoted to Financial Consultant, serving as a junior advisor alongside the team’s lead advisor. That advisor showed me how to guide clients thoroughly and with heart. I helped provide financial planning guidance to hundreds of families during that time, and it gave me the confidence to step into a lead role.

In 2020, I did just that as I became the lead financial planner at a local independent advisory firm before being offered the incredible opportunity to join Generation Capital Management as a wealth advisor and serving as the lead financial planner again. During nearly four and a half years with GCM, I earned my Accredited Estate Planner™ designation, spent nights teaching personal finances as well as retirement and insurance planning as an adjunct professor at St. John Fisher University, and built my client base.

Through all of it, I kept coming back to the same realization: the most meaningful work I did was always sitting with someone, meeting them where they were, and helping them understand their own financial life clearly enough to make decisions with confidence. The quantitative work matters. But the conversation around it matters just as much.

In February 2026, I launched Hamewith Wealth which was the result of a trip that pushed me to create a life from which I didn’t feel like I needed to take a vacation. This firm is in equal parts my way of achieving that for myself, and a platform from which I help my clients reach the same point. Hamewith is built around helping people answer the question “how much is enough?” both from a numbers perspective and emotionally. And doing it with the depth, the honesty, and the emotional intelligence that the question deserves.

Outside of Hamewith, I currently serve as President of the Financial Planning Association of Rochester, Co-Chair of the Emerging Leaders Society’s Advisory Council through the United Way of Greater Rochester and the Finger Lakes, and a board member of Journeys of Solutions. I’m a member of the Estate Planning Council of Rochester and a mentor through Rochester Rotary’s School 8 scholar program. You can usually find me at events sponsored by Rochester Young Professionals as well as those put on by the Greater Rochester Chamber of Commerce.

I’m proud to say that I’ve been a member of a local community-focused gym for more than ten years. I have an interest in cars (especially cars from my childhood, which I guess could start to be described as classic cars), traveling to the United Kingdom as often as I can, playing golf and tennis, pouring too much energy into home improvement projects. And, most importantly, I love spending as much time as possible with my wife and our friends.

If there’s a thread that runs through all of it, it’s this: the things that matter most are all built the same way. Slowly. With intention. One day after another. Because I’ve learned that not taking care in the things you endeavor to do are how you end up with a life you didn’t want.