For as long as I can remember, working with investments has been my passion. In the eighth grade I was president and founder of our class “stock club”. Entering college there was no need to waffle when selecting what to study, finance was it for me. While my affinity to study investing at an early age may seem odd to most people, I can honestly say that as Managing Partner and CIO of Heirloom Wealth Management I am truly living out my dream career. The journey has been a pleasure because every day I have the opportunity to do what I love: Work with our clients to understand and manage how their wealth relates to accomplishing their goals and dreams so they can confidently live their best