I joined Ascent Wealth Partners in October 2024, bringing with me nine years of experience in the financial services industry. In my current role, I work closely with the portfolio management team to support Ascent’s investment strategies.

Before joining Ascent, I served as a Senior Analyst at an RIA in Denver, CO, specializing in quantitative equity strategies. Additionally, I spent four years at TIAA, where I was part of the advisory group, working on employer plans, brokerage services, and wealth planning.

I hold a BA in Psychology from the University of North Carolina at Chapel Hill and an MS with honors from Wake Forest School of Business. I am a Chartered Financial Analyst (CFA) Charterholder and an active member of the North Carolina CFA Society.

Having recently relocated back to Charlotte, NC, with my wife, Lauren, and our two dogs, I’m excited to be closer to family. Outside of work, I enjoy cycling, outdoor activities, and attending live music events.