I am a father of two incredible children, a stalwart friend, and a grateful son and brother first. I strive to walk through life with the eyes of a child—seeing the world through love, curiosity, and awe. Each day, I spend time outdoors, soaking in nature and feeling the deep connection we all share with this planet and each other.

I believe deeply in the good of people and am an optimistic futurist and lifelong learner. I feel called to serve others by using my ability to connect and guide those with resources toward discovering their purpose. My mission is to help families bring meaning to their abundance and create lasting, positive impact.

Gratitude fuels everything I do, and I approach life and work committed to paying it forward in every interaction. Since beginning my career advising families in 1994, I realized traditional wealth management was often a broken system—offering basic planning without true stewardship or meaningful impact. In 2004, I set out to change that by bringing the core principles of the family office—education, clarity, values-based planning, intergenerational participation, transparent asset management, and impact-driven strategy—to more families beyond the ultra-wealthy.

Along the way, I met Tom Ibsen, who shares this vision. Together, we built a multi-family office for families ready to run their legacies like thriving businesses—creating generational wealth that gives back and transforms communities. For emerging wealth, we created a stewardship platform to help families embrace the responsibility of wealth with clarity, purpose, and optimism.

When I’m not guiding families, writing or speaking on growth and connection, or building businesses, you’ll find me pushing myself intellectually and physically or floating on a river chasing fish, climbing a mountain, watching my kids at soccer and lacrosse or sharing laughter and conversation with friends and family about what truly matters: impact, humanity, family, and our place in the world.