Growing up in a family business and spending the first ten years of my career working alongside my dad, I've experienced firsthand the delicate balance entrepreneurs face between business success and family well-being. This journey, including navigating a business exit and starting ventures of my own, shaped my passion for helping entrepreneurs and their families navigate the complexities of wealth.

I understand the unique challenges of building, growing, and eventually transitioning a business while protecting your family's future. My mission is to help you make confident decisions about your wealth that serve both your business and personal goals.

At Trailhead Planners, we maintain a deliberately small, fee-only practice focused on entrepreneurs and legacy-focused families. Our comprehensive virtual family office coordinates tax planning, investment management, and business advisory services to help clients build lasting wealth while preserving what matters most.

I authored "Money with Purpose: Receive the Dividends of an Undivided Financial Life" (Wisdom Editions 2019). As a CFA® Charterholder, Certified Financial Planner™, and Certified Exit Planning Advisor™, I guide entrepreneurs through the complexities of building business value while creating lasting family wealth.

Beyond finance, I'm a musician and currently the lead guitar player for my band, Stone Arch Rivals. I love to travel, and I’ve worked, studied, and traveled throughout Central and South America. You'll often find me exploring Minneapolis's beautiful lakes and waterways with my wife Naomi and our children, Alba and Hugo. 

Favorite Hike: Lava Lake near Big Sky, MT is a beautiful hike up to a stunningly gorgeous and freezing mountain lake that holds several special memories for me, both doing it alone and with family and friends.

Bucket List Travel Destination: I love medieval history, and I’ve told my wife that when I retire, I want to spend 3-6 months visiting as many castles as possible in Europe. Visiting the Alhambra in Granada, Spain was one of the highlights of my life. I can’t wait to see more!  

Why You Love Working With Your Niche: I'm passionate about helping entrepreneurs because I've lived their experience. I grew up watching my dad build his business and now I run my own firm. I've been in the trenches - felt the excitement of growth and the weight of tough decisions. When I work with business owners, I get it. I understand what keeps them up at night because I've been there. I want to help them build something meaningful while protecting their families, just like I'm doing with mine. Whether they're growing their business, thinking about what's next, or building their legacy, I bring both real experience and deep expertise to the table. That's why this work matters so much to me.