Independent Financial Advisor in Jackson, WY

I have been studying and investing in markets since high school. Even before college I knew I wanted to study finance and economics. I never expected that such a technical subject would also teach me about creativity, human emotion, and change.

Details Matter

As a young investment banker, I built a foundation in valuation, financial analysis, transaction execution, and attention to detail. My work had to stand up to serious scrutiny; by colleagues, creditors, attorneys, judges, and especially clients.

Understand the numbers. Evaluate the trade-offs. Do the work carefully. These lessons still govern how I operate today.

Creativity is Key

After moving to Jackson, I co-founded a long/short hedge fund with an investing legend, Philip Treick, who had in turn been mentored by legends before him. His central thesis was not about P/E ratios or anyone's favorite stock pick. It was that success in finance — and in life — requires creativity.

Investing is Emotional

My next chapter brought me to individuals and families as a private wealth manager, and I learned quickly that investment advice is not really about markets, returns, or portfolios. It is about people.

People are emotional. They can be driven by fear one day and confidence the next, and markets amplify both. I have worked through speculative manias, financial crises, rapid recoveries, and more than a few market tantrums in between.

Good advice requires more than optimism or pessimism. It requires realism, perspective, and the ability to help someone stay grounded while things change around them.

Change is Constant

The investment landscape has changed dramatically, in three ways that matter:

Investing is more efficient. Individual stock portfolios gave way to mutual funds. High-cost mutual funds gave way to low-cost ETFs. Technology, indexing, tax-aware tools, and modern custody platforms have made it possible to build diversified portfolios far more efficiently than ever before.

Access has increased. Large institutions once had a meaningful moat — platforms, research, technology, scale. Today an independent advisor can utilize tools, research, and investment opportunities that were previously unavailable.

AI has arrived. I have spent much of 2026 as a contractor for major AI labs, helping improve how their models answer financial planning questions. People tell me I am training my own replacement. However, working from the inside, learning about and correcting these models has shown me where AI’s failure point exists. Good advice depends on context, circumstances, values, and personal relationships. We should be utilizing technology, but we can’t forget about the human aspect of investing in order to catch what a model could confidently get wrong.

How Keller Investment Advisors embraces these changes:

Efficiency: Respect the trend. Charge less. Utilize low-fee products. Avoid complexity for sophistication’s sake.

Access: Focus on attentiveness, advisor coordination, and access to alternatives when appropriate.

Technology: Embrace the tools available to us, such as AI where appropriate, yet never replace the human aspect of an advisor/client relationship.

The investment landscape has changed. The advisory business should change with it too.