IronSight Wealth Management, LLC.

I grew up in Clovis, New Mexico, in a family that had been running its own businesses for three generations. That background shapes how I think about wealth even today. Building something — a portfolio, a practice, a family balance sheet — requires the same discipline as building a business: relentless focus on fundamentals, patience through cycles, and an honest assessment of what's actually working versus what just looks good.

It's also where I developed the deep respect I have today for small business owners and the unique financial complexity they carry. When you've grown up in that world, you understand that the business isn't separate from the family balance sheet — it is the family balance sheet, and the planning has to reflect that reality.

I earned my Bachelor of Business Administration in Finance from the University of New Mexico's Anderson School of Management in 2001, and went directly on to earn an MBA in Finance from the Rawls College of Business at Texas Tech University in 2003. Both degrees in the same discipline was a deliberate choice — I wanted depth in this work, not breadth across many.

That focus carried through to the credentials I pursued after graduation. Most advisors hold one professional designation. I hold three — the CFA®, the CFP®, and the CKA® — because each represents a different dimension of what comprehensive financial planning actually requires.

My career has been spent at firms specifically built around comprehensive planning rather than transactional advice — Large Brokerage, Small and Regional CPA Firms, Independent RIAs, and now Osaic Advisory Services. Each chapter deepened my conviction that the work that matters most happens at the intersection of disciplines: where investment management meets tax strategy meets retirement income planning meets estate architecture. None of those work in isolation, and clients shouldn't have to coordinate them on their own.

IronSight Wealth Management is the practice I've built within that framework — focused on a deliberately small number of career professionals, business owners, and families navigating the transition to retirement, where I can bring the full weight of comprehensive planning to bear on a single life and stay engaged with that life for the long arc.

Giving back to the profession that shaped me. Service to the financial planning profession matters to me — both as a way to give back to a discipline that has given me a meaningful career, and as a way to stay sharp through engagement with peers who hold themselves to the same standards. From past board president of Financial Planning Association of Colorado to local board roles, community service, pro-bono activities and charitable involvement.