I’m a CFA charterholder, Investment Manager, Chartered Retirement Planning Counselor, and Wealth Advisor who has spent my career helping people make confident financial decisions. Since 2012, I’ve worked with clients across the full spectrum, from ultra-high-net-worth individuals to penny stock day traders, but I’ve discovered where I do my best work: mid-career professionals and pre-retirees navigating major life transitions. I specialize in organizing wealth through these inflection points by consolidating scattered accounts and creating clarity as you’re ready to change jobs, grow your family or step into retirement. I’ve had hundreds of conversations guiding investors through account restructuring, and I’ve helped manage an AUM book exceeding $1 billion. My approach was shaped beyond finance. For 20 years, I’ve been an American Association of Snowboard Instructors member, teaching people to trust themselves on the mountain. The same principles apply to financial planning: meet people where they are, simplify complex decisions, and move at a pace that builds confidence. That’s why I founded Wentworth Wealth Group in 2026. I wanted to bring institutional expertise to the people and life stage larger firms often overlook, as a fiduciary focused on teaching rather than selling. I live in Rockford, MI, with my wife, Kristina, and our son, Calvin. When I’m not working with clients, you’ll find me on chairlifts making memories with friends and family, or hunting in the woods where some of my best thinking happens.