Well, I do like a good puzzle…To be honest, I think a lot of it has to do with how you are wired. I am inherently a designer and builder. With a background in software development and systems architecture, systems thinking and design have always been attractive to me. I believe great software and system design has an elegance and simplicity to it. I think the same holds true in investing and financial planning. Keep things simple. Recognize the complexity, unravel it and find the design patterns and work from there. Avoid the fads and shiny objects that come and go. Stick to solid first principles. Be proactive versus reactive. I know going in that each client's situation is different than the next one, so you have to figure this puzzle out every time, which I love. 

As a systems engineer, I like thinking broadly and diving deep. There is much to continually learn in the world of finance, economics, investing, and entrepreneurship. This speaks to the technical and personality aspects as to why I am a financial planner and investment advisor. I also want to talk about faith here. This path I am on is something born out of my faith in Christ, and I'm happy to share my testimony with you. I have a deep conviction about ensuring that we, especially our kids, have a solid understanding and execution of personal finance through a biblical worldview. Who owns it/where does it all come from? Who is the manager? What does accountability look like? How do we do personal finance in light of God's word? All of these things I had to go learn myself, sometimes the hard way, but from out of this there is an intense desire to pass on my knowledge and to make sure we have a connection between our personal finances and our Creator. We start there!