About Enri
Some financial advisors have never lived paycheck to paycheck. I have.
Some have never worked through a financial crisis. I lived through 2008 as a financial services professional, watching families lose everything while pushy salespeople prioritized commissions over clients.
That experience changed everything for me.
After serving our country in the Air Force across Texas and Alaska, I started in traditional financial services. But when I saw how the industry really worked during the 2008 crisis, I knew there had to be a better way. So I went back to school, worked in healthcare to support myself, and rebuilt my career around one simple principle: your financial plan should work for your life, not the other way around.
Today, I balance my role as a full-time Operating Engineer with IUOE Local 12 and my personal finance practice. This isn't typical, but it's intentional. Working in the trades keeps me grounded in the real-world challenges my clients face—because I face them too.
Whether you're starting your career, supporting a growing family, or planning for retirement, I understand where you are because I've been there. Life changes, priorities shift, and your financial plan needs to adapt with you.
How We'll Work Together
Financial planning doesn't have to be overwhelming. Here's how we'll tackle it:
1. Get Clear on Where You Stand
We'll map out your complete financial picture—no judgment, just facts.
2. Define What Matters Most
Your goals aren't just numbers. We'll prioritize what you actually want your money to do for you.
3. Build Your Roadmap
Together, we'll create a step-by-step plan that fits your real life, not some textbook scenario.
4. Stay on Track
Regular check-ins mean we catch opportunities and obstacles before they derail your progress.
The result? You'll hit meaningful milestones along the way while building toward the bigger picture. More importantly, you'll have the confidence that comes from knowing exactly where you're headed and why.
Your future self will thank you for taking this step today.