The person behind the practice
Credentials matter. So does judgment earned over years of real decisions. Here is where the two meet.
Decades of work. One consistent standard.
Before founding Blue Duck Wealth, I spent over fifteen years inside institutional advisory settings — long enough to understand exactly what I did not want to replicate.
This practice exists because I wanted to give advice that serves the client's situation first, with no product quota, no revenue-sharing arrangement, and no ambiguity about who I'm working for.
A plan you'll follow is worth more than a plan that's technically optimal.
Good financial planning is less about finding the perfect allocation and more about building something durable that fits how you actually live and make decisions.
Verifiable credentials. No ambiguity.
Tailored Education
Registered Investment Adviser
15+ Years of Practice
Bachelor of Science in Finance - University of Denver
Master of Business Administration - Dartmouth College
Certifice in Investment Theory & Practice - Yale School of Management
Registered with the appropriate state securities authority as a fiduciary investment adviser. Fee-only structure; no commissions, no product revenue.
Career spanning institutional advisory, independent planning, and direct client relationships across retirement, tax strategy, and wealth transfer.
Full regulatory disclosures are available on the Disclosures page. If you have questions about registration or fee structure, ask directly.