What is your role at ElderAdo Financial?
As an Investment Analyst and Financial Planner, I research investments, monitor market trends, and help lead our investment committee process. I work closely with our advisory team to evaluate investment opportunities and develop strategies designed to support our clients' financial goals.
What do you enjoy most about helping clients?
I enjoy helping clients cut through the noise and make informed financial decisions with confidence. There is a lot of information and opinion in today's financial world, and I enjoy helping people understand how investment and planning decisions fit into their long-term goals.
What do you enjoy outside of work?
I enjoy spending time with my wife, Jaimee, and our sons, grilling, listening to music, watching and playing soccer, and online gaming. Whether it's family time at home or gathering with friends, I enjoy activities that bring people together.
What is a value that guides your work?
Curiosity. Financial markets and technology are constantly evolving, and I believe it's important to continue learning, asking questions, and exploring new ideas so we can provide thoughtful guidance to our clients.
What is something you are especially passionate about?
I am passionate about investment research and helping clients understand emerging areas of the financial world, including digital assets and blockchain technology. I earned my Digital Assets Council of Financial Professionals (DACFP) Certificate in Blockchain and Digital Assets in 2021 and enjoy staying current on developments in this rapidly evolving space. I enjoy studying market trends, evaluating opportunities, and helping clients separate long-term potential from short-term hype so they can make informed investment decisions.
What is something people may be surprised to learn about you?
Before joining ElderAdo Financial, I worked on the Advanced Trading Desk at Charles Schwab, where I gained firsthand experience helping investors navigate the markets. I also enjoy speaking at events and educational workshops about personal finance and digital assets, helping others better understand these rapidly evolving topics.