A Clear Path for Your Financial Journey
“I am passionate about helping people focus true financial meaning by managing their money. Pursuing this success requires meticulous preparation and disciplined execution, and our process provides the clarity and confidence for a reliable strategy.”
The name Sage Path reflects our core philosophy: wisdom through reflection and experience, deep sincerity, and prudent planning.
My job is to simplify the complex stuff—investments, planning, and strategy—so you can feel clear, confident, and firmly in control of your future. I provide honest, personalized advice that turns financial goals into a real-life pursuit.
My Focused Approach: SageVision
Life is full of noise and distractions that prevent financial success. To cut through that noise, I identify, prioritize, and relentlessly pursue your goals using SageVision, our proprietary six-step process. This process allows me to align my services with your deepest life vision and provide guidance through both exciting milestones and difficult transitions.
Clients hire us because we have the experience, knowledge, tools, and commitment to work diligently on their behalf. I help clients navigate life’s most difficult financial decisions: understanding risk tolerance, managing optimal taxes, deciding when to retire, protecting families, preserving wealth, and pursuing their ultimate life purpose.
Professional Journey
"Somewhere ages hence, two roads diverged, and I took the one less traveled by"—Robert Frost.
With over 17 years of experience in the financial industry, my career has been dedicated to helping countless people navigate complex financial obstacles. My passion for establishing lasting, client-first relationships was developed during my time as a Vice President at Wells Fargo and led me to found Sage Path Financial Advisors. Leaving the corporate world and building Sage Path has truly made all the difference, allowing me to provide the ethical, reliable, and steady planning experience my clients value most.
Away from the office
When I'm away from the office, I channel my energy into challenging my limits, both mentally and physically.
My most intense passion is skydiving. I have completed over 900 jumps and am a sponsored skydiver by Aerodyne, a leading industry manufacturer. My most memorable experience was jumping in eight countries in five days across Europe, in addition to jumps in Africa and Puerto Rico. This dedication to precision and execution is the same level of commitment I bring to your financial plan.
I balance this adrenaline by pursuing my passion for music—I play the drums and guitar—and engaging in outdoor sports, including surfing, running, mountain biking, kayaking, and rock climbing.
My truest passion remains my family: my wife Amber, our daughter Jual, and our dogs Luna and Bear. I am also dedicated to our community, serving as Past-President of the Kiwanis Club and investing my time in non-profit work and reading to children at local schools