About TwoTen Planning

TwoTen Planning is my calling and opportunity to serve clients with the expertise I have successfully acquired and developed over the past 25 years by working for leading financial services companies, including Fidelity Investments and Dimensional Fund Advisors. I feel grateful for the opportunity to guide clients on their financial journey and help them steward their capital responsibly.

• CERTIFIED FINANCIAL PLANNER™
• CFA® Charterholder

• University of Minnesota - B.S. in Finance
• Golden Gate University - M.S. in Advanced Financial Planning

As a young boy growing up in Wisconsin, I recall observing my dad looking up stock quotes in the Wall Street Journal. He also regularly viewed the TV program, Wall $treet Week with Louis Rukeyser. These events piqued my curiosity around money and investing. In high school, I fell in love with my economics, accounting, and personal finance courses. During my senior year, a local financial advisor came to my class to talk about the stock and bond markets, and he outlined how we could have a career helping people with finances. I was hooked and personal finance became my passion! To this day I have a heart for helping people to make sense of their money situation, get financially organized, and make wise investment decisions so they can feel prepared and confident for their future!

• I live in Austin, TX, with my wonderful wife and two sons.
• We enjoy great food trucks, pool time, outdoor activities (especially football), and playing with Ranger (our crazy bernedoodle)!
• We love family vacations and travel, especially to Florida, Hawaii, and the Caribbean.
• We are active partners at Austin Ridge Bible Church, and we love serving God and people.