Complex wealth. Clear direction.

I started CURRENTS because I saw a fundamental disconnect in how wealth is managed.

I spent nearly a decade at a global private bank advising families on some of the most consequential financial decisions of their lives. That complexity shaped how I think, but I also saw the trade-off: large firms are built for scale. Eventually, your unique family vision gets lost. What’s left is generic advice and a portfolio that looks like everyone else’s.

I built CURRENTS to ensure that never happens.

As a fiduciary, fee-only practice, our allegiance is entirely to you. No commissions, no product incentives, and no institutional constraints. We build a coordinated strategy around your specific situation, your income, your taxes, your legacy, and the life you actually want to live in retirement.

Outside of work, you’ll find me chasing waves wherever I can find them, holding my own on the pickleball court, and somehow keeping pace with my wife and kids who make it all worth it.

Licenses & Certifications
CERTIFIED FINANCIAL PLANNER®
Series 65 – FINRA

Professional Experience
J.P. Morgan Private Bank – Investment Analyst → Vice President
Financial Counselor – UVU Money Management Resource Center
Associate – Tanner Capital Management

Education & Specialized Training
Bachelor’s Degree, Personal Financial Planning – Utah Valley University
Wealth Management Theory and Practice – Yale School of Management
URSCA Retirement Research Fellow – Utah Valley University