I started Currents because I kept seeing the same gap.

Large firms are built for scale. That works well for the institution and less well for the individual. At a certain point, your specific situation, your goals, your family’s vision, gets absorbed into a standardized process. Generic advice. Institutional constraints. A portfolio that looks like everyone else’s.

After nearly a decade at a global private bank working closely with high-achieving individuals and families, I developed a deep conviction that the most meaningful work happens when advice is truly personal. Big institutions have real strengths, but at a certain scale, the individual’s unique story can get lost.

I wanted to build a practice where that never happens.

That’s what Currents is. As a fiduciary, fee-only practice, our allegiance is entirely to you. No commissions, no product incentives, no conflicts. Just a coordinated strategy built 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.
I’d love to connect