Meet the Team

My Role

There are several different hats that I wear depending on the day. I serve as the firm’s Chief Operations Officer and Chief Compliance Officer but also serve on the Investment Committee and help with marketing. I additionally serve as an advisor to a small number of households which helps keep me grounded to what questions or challenges clients might currently have.

My Story

I have been married to my ingenious wife, Hannah, since 2016 and we have been together since 2011. In 2022, we welcomed our first baby girl, Una, and in 2025, we had our second, Flora. It’s been a blast watching them discover the world.

I studied History at the University of Washington while playing trumpet in the Husky Marching Band. After graduating, I turned my focus to finance and joined Avier in early 2014 after working at Verus Investments.

When I am not working, I enjoy playing disc golf, basketball, reading and hiking. I’m currently reading all of J.R.R. Tolkien’s legendarium.

Education

Bachelor of Arts in History, University of Washington

Designations

• Chartered Financial Analyst® (CFA) Charterholder
• CERTIFIED FINANCIAL PLANNER™ Professional
• Financial Risk Manager – Certified by the Global Association of Risk Professionals (FRM)
• Chartered Alternative Investment Analyst (CAIA) Charterholder

Licenses

Series 65