I started my accounting career as an external auditor at a Big Four firm. I've spent a majority of my career in Financial Services as either an auditor or consultant. In 2018, I started an independent, fee-only firm, Mercer Street Personal Financial Services, that focuses primarily on financial planning and investment advisory services aimed at young professionals, growing families and business owners who are building wealth. We work with clients on an hourly basis, so we don't have account minimum requirements.
My hobbies include: genealogy, baseball, craft beer, and occasionally, professional bearding. I'm a native Texan, but I think of Colorado as home.