My Background
I graduated from the University of Utah School of Medicine in 1995 and completed a residency in emergency medicine at Butterworth/Spectrum Health Hospital in Grand Rapids, MI. I am board-certified in emergency medicine and now have 30 years of clinical experience.
In 2022, I decided that I wanted to create a different path for the rest of my working years, outside of medicine. I enrolled in the Masters of Finance and Risk Management program at University of Colorado-Denver which I completed in December of 2023. During that educational process, I quickly discovered that I could best use my experience and skills working with the kinds of clients that I am most familiar with: physicians. So, I begin the process of becoming a Certified Financial Planner®. I finished that certification in February of 2025.
Part of my journey has also involved individuals with special needs. I am the father of three sons, two of whom have autism. When the first of those was diagnosed at age 3, I tried to learn everything I could about the biological aspects of the disorder. This led me to opening an integrative medicine clinic focused on children on the spectrum. I did that for about 8 years before returning to emergency medicine. After becoming a financial planner, I knew that there was a big need for professionals who specialized in financial planning for individuals with special needs and their families. So, I added a Chartered Special Needs Consultant® certification in June of 2024.
Who I Help
I specialize in assisting physicians at all career stages, from medical students to seasoned professionals and even retirees. My services are designed to empower physicians to take control of their finances, build wealth, and achieve true financial freedom.
I also work with families with special needs to plan for both the immediate needs and the long-term future of these important members of the family.
How I Do It
Through personalized financial planning, educational resources, and actionable strategies, I equip physicians with the knowledge and tools they need to make informed financial decisions, protect their assets, and create a secure financial future.
What's in It for You
By working with me, you gain access to a wealth of financial expertise tailored to the specific challenges and opportunities faced by physicians. Together, we can embark on a journey towards financial well-being, enabling you to focus on what matters most - your patients and your personal fulfillment.