"I founded CS Wealth Management, LLC to help people simplify what they have and what they need."

I earned a B.S. in Economics from University of Oregon and a post-baccalaureate in accounting from Portland State University. My journey has taken me to the entry stages of the banking world with Wells Fargo. It has taken me to the exciting world of public accounting with storied regional firms, where I spent many a busy season working knee-deep in taxes. I then transitioned to the world of financial planning. Though if we're being honest, the transition was an inevitability. I won't bury the lede any further, I am proudly a second-generation financial planner.

In 2018, I married my wife, Molly, and realized public accounting only provided me a partial fulfillment. What I truly wanted was the opportunity to be less of an historian reviewing what clients did, and instead become a guide to help clients with what they are to do. It was time to no longer avoid becoming my father, as every middle-aged man dreads, and face the inevitable. It was a classic "everyone could see it but me" moment as my boss literally exclaimed that they were waiting for me to come to this realization. Molly may have exclaimed something similar but we don't need to talk about that.

In 2022, Molly and I recommitted our efforts to start a family. After careful consideration of my career trajectory and work-life balance, I realized it was time for another transition for the benefits of our family, both present and future. CS Wealth Management, LLC is the result of that realization. To help others simplify their complexities, I had to first simplify my own.

I'm excited to offer a transparent and flexible method of financial planning more capable of adapting to the complexities of life than most other advisors. It is my goal to utilize and apply my experience and knowledge in helping others make their financial decisions with confidence and reach the peace of mind they desire.

No plan is one-size-fits-all. With experts by your side, you can develop the path to get you where you want to go. To make your complexity, simplified.