I founded Fourth Point Wealth to work with a select group of families and organizations committed to understanding their wealth, identifying their goals and who value a financial coach that can guide them on their path.I believe that everyone can benefit from financial education. Families that truly understand their investments stay committed to their plan for long term wealth and are less likely to panic when markets and their investments fluctuate. We've developed and refined a process to ensure client goals are addressed, key risk points are covered and clients can achieve peace of mind around their assets. We provide investment advisory services that clients can be confident about, regardless of day-to-day market changes.Being able to help people in my professional life is a great privilege and I love coming to work every day. In addition to serving clients, I strongly believe in the power of volunteering in our community actively work with: -Santa Barbara Education Foundation: Treasurer & Board Member -Partners in Education: Career & Financial Literacy Volunteer -The First Tee - Central Coast: Advisory Council Member & Past Board Member -Katie's FUNd at Alpha Resource Center: Co-founder & Volunteer -Jodi House Brain Injury Support Center - Board MemberIn September of 2011 I was named to the "40 Under 40" list by the Pacific Coast Business Times, honoring the top 40 business professionals under the age of 40 in the Tri-County area. I’m also honored to work with Dave Ramsey’s SmartVestor Pro (SVP) program and have made a long-term commitment to the people and businesses in the communities I serve.When I'm away from the office, I am an avid golfer and enjoy spending time with my wife, Katy, and our sons, Brennan and Graham. CPFA - Certified Plan Fiduciary Advisor