I started Optometry Wealth Advisors because I kept seeing the same gap: most financial advice treats your practice and your personal finances as two separate worlds.

For an optometrist who owns a practice, they’re closely connected.

What you pay yourself, how cash moves through the practice, how it’s structured, how you plan for taxes — it all shapes your retirement, your student loans, your savings, and your eventual exit. Plan one without the other and you’re leaving real money and real clarity on the table.

After more than 11 years in financial services — first at a large insurance and brokerage firm, then at an independent planning firm — I saw that optometrists, especially practice owners, needed a firm built around their world. So I built it.

Optometry Wealth Advisors is fee-only and a fiduciary. No commissions, no products to sell, and no incentive other than giving you advice that’s actually in your interest. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Student Loan Professional®, and I work only with optometrists — I understand your career, practice, and decisions you face.

I’m fascinated by the full arc of practice ownership: cold-starting, buying in, growing, and eventually stepping away. As a business owner myself, I know what it takes to be an excellent practitioner and run the business behind it. Helping ODs make sense of the financial side is the part of this work I enjoy most.

Outside of client work, I host The Optometry Money Podcast, write the weekly Eyes on the Money newsletter, and contribute to Independent Strong and Review of Optometric Business. When I’m not talking with ODs or researching nerdy financial planning stuff, I’m with my wife and three kids, serving in my church community, and getting outdoors.