My work spans investments, insurance, and planning, with a focus on simplicity, efficiency, and alignment. The approach is pragmatic and transparent, keeping things grounded in the real world. Where relevant, that includes being thoughtful around tax, timing, and how different pieces fit together.

I care about the work being done properly and hold a high standard for how it’s carried out. I make sure decisions are understood, implemented properly, and followed through. Clients know where they stand, what they’re doing, and why, moving forward with confidence.

Outside of work, I’m a father of two and enjoy staying active, reading history and current affairs, spending time cooking and learning about food, wine, health, markets and following my curiosity wherever it leads.