As a Private Wealth Manager at Client Centric Wealth Management, I specialize in helping individuals and families craft personalized financial plans that address their specific needs and goals. My expertise covers a broad range of services, including comprehensive financial planning, retirement income planning, investing, life insurance, long-term care insurance, and estate planning. I work closely with individual investors, business owners, and family estates to provide a clear vision for their financial future, instilling confidence in where they are today and where they are headed.

I take a process-driven approach, ensuring that each client not only has a tailored plan but also feels educated and empowered throughout their financial journey. My commitment to client education is fundamental—I believe that informed clients are more confident and in control of their financial decisions. In addition to my role at Client Centric Wealth Management, I founded a website, alamomacro.com, where I publish my research on macroeconomic trends, geopolitical developments, and stock and bond markets.

On a personal note, I am blessed to share my life with my wonderful wife, Sarah, who is the love of my life. Together, we are raising two beautiful daughters under 3. My Christian faith is integral to who I am and how I approach my work. It shapes my values of selflessness, integrity, honesty, and compassion, guiding me as I serve my clients' best interests. When I'm not working, I enjoy reading books on finance, theology, and philosophy, as well as spending time on hobbies like carpentry, camping, and cooking.