Independent by design.
Focused by obligation.

More than two decades of experience.

I've spent more than two decades in wealth management, including years at Merrill Lynch and UBS — inside the largest firms in the industry. That experience taught me a great deal about markets, portfolios, and planning. It also taught me something about how advice gets shaped by the environment it's delivered in.

I founded Build Capital because I believe advice works best when it's structured around one thing: the client's interest. No proprietary products. No sales quotas. No pressure to fit your life into a model. Just independent, fiduciary guidance — with your assets held in your name at Altruist, an independent custodian, never with me.

I work with a deliberately small number of professionals, business owners, and families in Phoenix and beyond. Small on purpose: every client gets my direct attention, not a team member's, and every portfolio gets reviewed by the person whose name is on the door.

If you've spent decades building your wealth, you deserve to know — with confidence — that your strategy still fits the life you're living today. That's the conversation I'd welcome having with you.