Welcome to Optometry Wealth Advisors, a fee-only financial planning firm serving optometrists nationwide. I began my career in financial services with one of the well-known huge, national insurance/broker-type companies. Seeing the conflicts involved and the focus on product sales instead of excellent advice, I knew there was a better way to serve clients. With that in mind, I went on to join a fantastic independent financial planning firm that focused on providing great financial advice for their clients.  

However, with a passion for helping business owners and fascination for the optometrist profession and your practices, and how the financial health of your businesses affects your personal finances, I felt there was still a better way. The needs of ODs, especially practice owners, just didn’t seem to be fully met by most financial advisory firms. There was still something missing. So, I went on to start Optometry Wealth Advisors.

I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Student Loan Professional®.  I’m excited and fascinated by everything involved in cold-starting or buying into, growing, managing, and eventually exiting an optometry practice. As a professional service business owner, I know how hard it is to just be an excellent practitioner. I’m so impressed with optometrists that then go on to take the exciting risk and opportunity of practice ownership.

When I’m not talking with ODs or researching nerdy financial planning stuff, I’m enjoying time with my wife, two kids, involved in my church community, rooting for our Fresno State Bulldogs, and trying to spend as much time in the great outdoors as possible.