About Cornerstone

Cornerstone Financial Planning was founded on the belief that wealth should be about more than accumulation alone. I believe money should support your family, create meaningful experiences, provide flexibility and freedom, and enable generosity, ultimately helping you live a more intentional and impactful life.

My goal is not merely to manage investment portfolios, but to help Clients make wise financial decisions with clarity and confidence across every area of their financial life, including investing, retirement planning, tax strategy, real estate investing, generosity, and long-term stewardship.

That is also why Cornerstone is intentionally structured as an independent, fee-only, flat-fee firm. I believe this model better aligns my incentives with my Clients and allows me to focus on comprehensive planning, evidence-based investing, and ongoing guidance rather than chasing more assets to manage.

Before founding Cornerstone Financial Planning, I served for 11 years as a physical therapist in the United States Army, including two deployments to Afghanistan. During that time, I became deeply interested in financial independence, investing, entrepreneurship, and real estate investing. I had become "that guy" people talked to about money, so I began blogging about financial independence and factor-investing strategies. While on my second deployment, I decided to transition out of active-duty military service and launch Cornerstone.

As my own faith and wealth-building journey evolved, I found myself wrestling with bigger questions surrounding stewardship, purpose, generosity, and impact. Those experiences continue to challenge me and shape both my life and the way I serve clients and my community today. It has been an ongoing journey of learning, growth, and being challenged to think more intentionally about how wealth can be used to serve others and make a meaningful impact. It’s a journey I genuinely enjoy and feel grateful to be on, as stretching as it is!

My wife, Jessica, and I live in Colorado with our son, Luke. We moved here from Germany, where we spent my final 4.5 years on active duty, traveled extensively throughout Europe, and where Luke was born. We enjoy traveling, hiking, and spending time outdoors together, especially in places like Switzerland, Norway, Italy, France, Austria, and of course the Rocky Mountains.

Although I transitioned from active duty to launch Cornerstone Financial Planning, I continue to serve in the Army Reserve as a physical therapist and have approximately 4 years remaining before reaching the 20-year service milestone. I’m passionate about helping increase financial literacy among service members. I also have a strong passion for faith-driven entrepreneurship and strive to steward both my family’s wealth and Cornerstone Financial Planning with wisdom, integrity, generosity, and long-term purpose.

Some financial advisors are paid to sell products or investments through commissions. Others are incentivized to simply gather assets, because the more of your money they manage, the more they make. 

Cornerstone works differently.

As a fiduciary, Cornerstone is legally required to put your best interest first. Beyond that, that's why I founded Cornerstone as an independent, fee-only and flat-fee financial advisory firm. I believe this model better aligns our interests, reduces conflicts of interest, and allows me to serve as the fiduciary you deserve with fewer conflicts of interest.