Young entrepreneur born and bred in the Calgary wealth management business. Proven success in personal finance, investment analysis, financial planning, and portfolio management of high net worth clients and small institutions. Currently helping manage over 250 million in assets, growing and building relationships with clients across all stages of life. Former NCAA athlete and Ice Hockey National Champion at University of Wisconsin - Eau Claire. Certified Crossfit Level 1 Trainer (CF-L1) and competitor in the sport of Crossfit.