4+
Years Experience
27
Age (Advantage)
Founder & Investment Adviser Representative
Wisconsin RIA • CRD #336580 • Series 65 Licensed
I didn't become an advisor to sell you another 60/40 portfolio. I started because I love the hunt for edge—the intellectual challenge of finding inefficiencies where others see randomness.
After working as a 401(k) plan administrator and watching advisors charge 1-2% annually for underperforming index funds, I realized the real crime wasn't market volatility—it was advisor complacency. Those "small" fees compound into $100,000+ stolen from your retirement over 20 years.
At 27, I founded Aurea Investments to prove there's a better way: Systematic strategies that actually earn their fees. Options writing that monetizes volatility instead of fearing it. Active management that means active, not quarterly rebalancing while golfing.
The financial industry needs disruption. Your retirement deserves better than expensive mediocrity.
Aurea means "golden" in Latin. I chose this name deliberately—gold represents everything I believe investing should be: intrinsic value, not speculation. Tangible worth, not paper promises. Real assets that have preserved wealth for 5,000 years, not fiat experiments that lose 96% of their value in a century.
While others chase meme stocks and crypto dreams, gold quietly does what it's always done: preserve purchasing power through every crisis, every war, every currency collapse. It doesn't need a CEO, quarterly earnings, or government backing. Its value is inherent, physical, real.
This philosophy extends to everything we do at Aurea. We don't sell hope—we deliver measurable edge. We don't promise the moon—we systematically capture premium. Like gold itself, our strategies are grounded in mathematical reality, not market fairy tales.
"In a world of infinite money printing, own what can't be printed."
Bachelor of Business Administration (B.B.A.)
Finance Major
University of Iowa, 2020
Registered Investment Adviser
April 2025
4+ Years 401(k) Administration
ERISA Compliant
Aurea & Verisight Analytics
Finance + Tech
Data-driven strategies
Quantitative Focus
Every strategy must have a quantifiable advantage. We don't invest on feelings or hunches—we invest on data, probabilities, and systematic edge.
If we charge 1%, we better deliver 3%+ in alpha. The days of paying premium fees for index fund returns are over.
Rules-based investing beats gut feelings every time. Our algorithms don't panic sell or FOMO buy.
At 27, I'm native to algorithmic thinking while understanding traditional markets. I'm building the future, not protecting the past.
Also founder of Verisight Analytics, bringing software engineering principles to portfolio management.
4+ years managing retirement plans means I know exactly how the industry overcharges and underdelivers.
Building from Wisconsin, not Wall Street. Real relationships, not Manhattan ego.
Minimum Investment
No Minimum
Fee Structure
0.30% - 1.25%
Based on AUM
Communication
Direct & Honest
No jargon
Active in local tech and finance communities
Committed to investor education
Advisory services for select non-profits
342 N Water St Suite 600
Milwaukee, WI 53202