I grew up in a family of engineers, where working and saving for what you want was a way of life. Today, I focus on helping clients create tax-efficient retirement strategies.

I specialize in helping engineers, technology professionals, and analytical thinkers optimize their retirement outcomes. My analytical approach to financial planning resonates particularly with aerospace executives and East Valley tech professionals who appreciate detailed, systematic strategies. I’m humbled and grateful to say that my dedication to tax-efficient investing and retirement planning has earned national recognition. In 2023, I was named to InvestmentNews’ 40 Under 40 for industry impact and named in ThinkAdvisor’s LUMINARIES Class for community impact. My insights on tax-efficient retirement strategies are regularly featured in Bloomberg, MarketWatch, and CNBC.

After earning my Bachelor of Science in Finance from the University of Nebraska, Lincoln, I honed my technical expertise at Vanguard and Mutual of Omaha before founding Sonmore Financial. My commitment to combining detailed analysis with clear guidance led me to earn the CERTIFIED FINANCIAL PLANNER® designation and become a vetted SmartVestor Pro™ through Dave Ramsey Solutions.

My dedication to stewardship extends beyond client work. I’m actively involved in Redemption Church and serve as a leader in the Financial Planning Association of Greater Phoenix. My passion for financial education drives my work with Caritas Christian Academy, where I volunteer as the maintenance man, help with fundraising, and serve on the board.

When I’m not developing tax-efficient retirement strategies, I enjoy hiking national parks and taking road trips with my wife Alexa and our four children: Ramsey, Stanton, Pierce, and Quincy. And yes, you might catch me cheering for my beloved Huskers during football season.

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