What’s your favorite part of working at a local, community-focused bank?
My favorite part of working at a local, community‑focused bank is serving as a trusted financial advisor for the people and organizations in our area. Being local allows me to provide investment guidance that’s highly personalized, disciplined, and aligned with each client’s long‑term goals. Seeing the direct impact of sound portfolio management and strategic financial planning within our own community is the most rewarding aspect of my role.
How can 22nd State Wealth Management help individuals, families and business owners plan for the future?
Financial planning is rarely one-size-fits-all. Individuals and families may need guidance around investments, retirement, insurance and private banking, while business owners often face additional decisions involving employee benefits, executive compensation, retirement plans and the long-term transition of their business.
I work with clients to understand the full picture, identify priorities and connect them with strategies designed for both today’s needs and tomorrow’s goals.
Explore Wealth Management for Individuals & Families and Businesses & Business Owners.
Given your expertise, what key piece of financial advice would you give to someone today?
The most important financial advice I would offer today is to establish a clear long‑term plan and maintain disciplined execution. For families, that means prioritizing consistent saving, protecting cash flow, and aligning investments with future goals. For business owners, it involves balancing growth initiatives with prudent liquidity management and making strategic decisions rather than reacting to short‑term market movements. In both cases, disciplined planning is the foundation of lasting financial stability.
Tell us a fun fact about yourself!
A fun fact about me is that my wife and I actually met during an Uber ride home. We talked the whole way, not realizing she had moved in next door just the day before. We discovered it only when we both stepped out of the car and walked to the same driveway. It’s still one of my favorite stories to tell.

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No matter where you are in your financial journey—whether it’s everyday banking, saving for the future, growing your wealth, or managing a small business—we’re here to help. Let’s make it happen, together.

