If you're like most of us, you probably find yourself pulled in many different directions; there are so many competing forces for your time and energy. My job at Integrity Financial Planning is to help you filter out the noise, identify the handful of financial decisions that actually move your numbers, and get them made well with the tax return in mind. Then we track the results through the financial planning process.
Career highlights
In 2001 I started my career in public accounting at Ernst & Young in New York City and London, working in the firm's Financial Services Office. I'm curious about blockchain technology and the constantly expanding cryptocurrency market; I have followed the segment since 2015, served as an Associate Director of the Houston Blockchain Alliance, and completed the AICPA's Blockchain Fundamentals for Accounting and Finance Professionals certificate.
My passion for personal finance also gives me the opportunity to volunteer with the Foundation for Financial Planning, providing pro bono services to individuals and families battling cancer. I received the Houston CPA Society's Rookie of the Year award in 2018 and TXCPA Houston's Member in Industry award in 2021, and I served on TXCPA Houston's Board of Directors from 2020 to 2022.
Why Integrity
I joined Integrity Financial Planning because it stands out from other investment advisory firms. Very few firms can offer the breadth of services Integrity can: comprehensive financial planning together with cutting-edge personal portfolio construction, tailored for people from all walks of life.
Education and credentials
I hold a B.S. in Business Administration (Finance) and an M.S. in Accounting from the University of Colorado Boulder. I'm an active member of the AICPA Personal Financial Planning Section, Fee-Only Network, Garrett Planning Network, Global Financial Planning Institute, Kinder Institute of Life Planning, PlannerDAO, and TXCPA Houston.
Personal
I entered college as a psychology major intending to go to medical school, and switched majors after one week of organic chemistry. I have a deep admiration for the schooling and sacrifices doctors go through. Although I'll never practice medicine, I do get to draw on psychology in the work I do with clients.
I live in Houston with my family. In the little free time between work and raising three young children with my wife, I enjoy genealogy, chess, and the statistics of roto-style fantasy baseball.
Book 15 minutes with me if you'd like to talk about your situation.