A little about me

I grew up the oldest of four siblings in a small agricultural community in the Bay Area, California. I attended college briefly before going on a two-year, full-time mission serving the good people of El Salvador and Belize. Upon my return I completed a bachelor’s degree in English Teaching with minors in Business Management and Spanish from Brigham Young University in Provo, Utah.

Prior to graduation I somehow managed to find my dream girl and convince her to marry me. After accepting an opportunity with Teach For America, we moved to Dallas, Texas, where I taught high school English for two years. Having fulfilled my commitment with Teach For America, my family and I moved to Illinois to be close to family. We love the Midwest with its beautiful colors and seasons, but also make time to visit relatives in California and Utah every summer.

My faith is very personal, but also the guiding force in my life. My family is everything to me and make life rich and fulfilling. Knowing that I’m far from perfect, I strive to be a little better every day, be a good person, and live a good life.

I’ve been working in financial services since 2016 and am thrilled to be the founder and owner of Skyview Financial Planning, LLC.

Why physicians?

Some of my closest friends are physicians. These are people who I have lived with, go to church with, and play on soccer teams with. Many of them are at a similar life stage as I am—trying to balance the demands of work while still taking care of their loved ones.

I am also deeply concerned that traditional financial planning firms have not served doctors well. Physicians are often targets for commissioned financial salespeople, and asset under management firms are happy to extract large fees from their investment accounts.

I built Skyview Financial Planning, LLC to serve the physician who is looking for independent advice for a fair price.

Education and Training

Chartered Financial Consultant® (ChFC®)

Certified Student Loan Professional® (CSLP®)

Chartered Life Underwriter® (CLU®)

Master of Science in Advanced Financial Planning with Concentrations in Taxation and Estate Planning — Expected Completion in 2021

Memberships and Associations

XY Planning Network

Financial Planning Association