I created Avista in 2009 to assist individuals, families and small businesses achieve their financial goals, striving to be their financial coach and personal CFO.  My extensive experience as an investment professional and advisor enables Avista's clients to make smart financial decisions throughout their lives.

Avista Wealth Management is a byproduct of a lifelong passion for athletics and competition. As a former high school and college athlete, I truly understand the value of trust and teamwork as well as an unwavering commitment to collective success. I prefer to work with clients that have a similar vision for personal and financial prosperity, as relationships born from shared values and common goals builds enduring loyalty and mutual respect.

Prior to the creation of Avista, I have served in various investment and advisory roles with HOLT Value Associates, Credit Suisse and Orion Capital Management. I received my Master of Science in finance from DePaul University (1998) and a bachelor’s in marketing/finance from the University of Cincinnati (1991). At UC, I was a three-year letterman at quarterback for the Bearcats.