I founded Sherwood in 2014 in order to provide clients with a different kind of investment advisory experience…one without stuffy suits & ties, sketchy product commissions, or pushy salespeople posing as financial experts. Instead, I focus on providing clients with clear, unbiased advice based on over 14 years of study and practice in the field of personal finance.
Previously, I was an advisor at a multi-billion dollar wealth management firm in the San Francisco Bay Area. Prior to moving to the Bay Area, I spent several years working with clients at a boutique wealth management firm located in Boulder, Colorado. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.
Today, I live in Glenwood Springs, Colorado with my wife and our two young boys. When I’m not advising clients, you can usually find me hiking or skiing through the aspen-filled forests that surround our picturesque Roaring Fork Valley.