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About Astra

About the Founder

My Why

I spend a lot of time thinking about the future—not just my own, but the future of my family, my clients, and the world. What will life look like in 10, 20, or 30 years? How will the financial decisions we make today shape the opportunities we have tomorrow? It’s easy to forget that much of what makes up our modern world looked very different—or didn’t exist at all—just 30 years ago.

Many people look to their advisor for answers about the future. The truth is, neither I nor anyone else knows exactly what lies ahead. But I believe deeply in the power of planning. Helping clients make smart decisions today, while navigating uncertainty with thoughtfulness and strategy, is at the core of what I do—and part of what makes this work so meaningful to me.

One of the greatest privileges of this profession is being a trusted guide through life’s biggest moments. For clients in retirement, I get a front-row seat to a life well lived—seeing the many ways people find meaning, fulfillment, and purpose. In turn, I have the opportunity to help younger clients chart their own path, drawing on the wisdom of those who have gone before them.

At Astra Wealth Management, our work goes far beyond managing investments. We ask thought-provoking questions, challenge you to think deeply about your goals, and serve as a supportive partner in helping you use your wealth in ways that matter most to you.

My Background

As a Certified Financial Planner™, I’ve had the opportunity to work with hundreds of high-income and high-net-worth clients across various life stages. My years of experience at Aspen Capital Management and Clearwater Analytics built the foundation for how I think about the industry, markets, and serving clients. Founding Astra Wealth Management was a natural extension of that passion: helping people prepare for what’s ahead, align their wealth with their values, and make confident financial decisions.

On a more personal note, my family is everything—starting with my fiancée, Faith, and our French Bulldog, Tank, who’s been the center of our world since the day we brought him home. The three of us live in San Diego, and we spend as much time as we can with family and friends in San Diego, Seattle, and Boise—places that have all been home at different points in our lives.

Outside of work, you’ll find me at the beach, diving into a good book, working out, golfing, skiing, or tracking down the best happy hour in town. So, if you’d ever like to do a financial review from the golf course, the chairlift, or over your favorite beverage, just let me know.

I feel incredibly fortunate to spend every day doing work that energizes me—helping clients live the lives they’ve envisioned. If you’d like to have a conversation about working together, I’d love to hear from you.

Business

Independent
As an independent firm, we're not tied to any bank, brokerage, or product. Every recommendation is based on what we believe to be best for your unique circumstances.
Fiduciary
We take our responsibility to act in your best interest seriously. As a fiduciary, we are committed to providing advice with care, diligence, and transparency in all that we do.
Fee-Only
Our only source of compensation is the fees we receive from clients. This structure allows us to focus on providing advice based on your financial goals—without earning commissions from product sales.
Holistic
Financial success isn’t just about investments. We take a comprehensive approach, considering taxes, estate planning, risk management, and all aspects of your financial life.

Values

Friendship
Our goal is to serve clients throughout their lives—hopefully for many decades. We strive to be a trusted partner and a reliable presence; someone you can turn to during life’s most critical moments.
Integrity
Trust is at the core of every partnership, and it should be no different with your financial advisor. We provide honest, objective advice and are transparent about what we believe is in your best interest.
Expertise
With deep industry knowledge and a commitment to continuous learning, we help clients navigate complex financial decisions with confidence.
Disciplined & Data-Driven
A sound financial plan is built on strategy, not speculation. We take a measured, research-backed approach to investing and planning, avoiding emotional decision-making.
Future-Focused
We believe our best days are still ahead. But we also recognize that life is unpredictable. That’s why we take a long-term approach while planning for the inevitable bumps along the way, helping clients build dynamic strategies to meet their goals.