Being a part of a physician family, I have an intimate knowledge of the pains, struggles, and joys that come from a career in medicine. I know what it’s like to be buried in debt and have your physician spouse make next to nothing, while spending every fourth night in the hospital. I understand what you’re going through; my wife and I have been there.
I also know the types of products and investment ideas that are pitched to physicians right out of medical school that are not in their best interest. I started my fee-only practice to help physicians navigate these challenges and sleep well at night knowing they have a trusted advisor who is guiding them toward financial independence.
I believe that your success is my success. This is my family practice. My goal is to take care of you while you take care of your patients. I’ll be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider me on-call.
The financial planning process involves identifying where you are, where you want to be, and how to get there. I will provide you with a simple financial plan as well as ongoing accountability to ensure that you are meeting your goals. And if something unexpected happens, I’m here to guide you through it.
The investments that I recommend to my clients are the very same investments that I make for my family. I practice what I preach. I believe that I can help you achieve your investment goals by accurately measuring your tolerance for risk and rebalancing your investments based on the right mix of stocks and bonds.
Student loan analysis will help you choose the best course of action in paying off your student debt. This service consists of organizing and analyzing all private and federal student loans, as well as creating a customized repayment strategy considering your situation, complexity and the options available.
I created Physician Wealth Services to help young medical professionals and families, like mine, take control of their finances and position themselves for a bright financial future. My wife, Taylor, is a Pediatric Pulmonologist, and my goal is to provide trustworthy, unbiased financial advice to dedicated, hardworking people like her.
I want to take financial care of you, so you can focus on taking care of others.
Taylor and I are blessed to have two healthy, beautiful kids, Wyatt and Ruby. They are my biggest motivation and inspiration. I want to show them that they can achieve anything they set their minds to; that they can create something they are proud of and help others throughout their journey. Admittedly, I’m a bit of a sci-fi nerd and can’t wait until my kids are old enough for a proper Star Wars education (even Episode 1). In my free-time I love watching sports and spending time with my family and our two chocolate labs, Ella and Bear.