I am a CERTIFIED FINANCIAL PLANNER™ and founder of the wealth management firm Hesperian Wealth. I provide comprehensive financial planning and investment management, serving the nation virtually. I'm proud to be a fee-only financial advisor, which means my only compensation comes from my clients and I'm legally bound to place their interests first.
As a portfolio manager, I specialize in helping people invest toward their financial goals while at the same time sponsoring positive change in the world and staying true to their values.
In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and in normal times, traveling the world (schedule and COVID-19 permitting!). We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. I call California’s Gold Country my home and love being close to the wine country and beautiful vistas of the Sierra Foothills.