I founded Granada as a fully independent advisory practice in 2009. This was preceded by almost ten years as an advisor at one of the country’s largest wealth management firms.

Today, with over 20 years of experience and a full complement of credentials and licenses, I enjoy serving a niche clientele of the self-employed and retirees by integrating tax and financial planning. Electing to serve no more than 75 families who share a similar philosophy of being prudent stewards of their finances allows for especially personal and productive client relationships.

While I spend a fair amount of time at my standing desk, swimming and cycling offer an opportunity to either clear my mind or untangle the complexity of a client’s financial situation.  

Asheville, NC is home for me, my wife and young daughter but I enjoy serving families in my former home of Cincinnati and across the country.

Today, with over 20 years of experience and a full complement of credentials and licenses, I enjoy serving a niche clientele of the self-employed and retirees by integrating tax and financial planning. Electing to serve no more than 75 families who share a similar philosophy of being prudent stewards of their finances allows for especially personal and productive client relationships.

While I spend a fair amount of time at my standing desk, swimming and cycling offer an opportunity to either clear my mind or untangle the complexity of a client’s financial situation.  

Asheville, NC is home for me, my wife and young daughter but I enjoy serving families in my former home of Cincinnati and across the country.