Our Story

Catalyst Wealth Advisory Group photo

At Catalyst Wealth Advisory, we are dedicated to empowering individuals and families to achieve lasting financial security through transparent, client-centered wealth management. 

United by our shared experiences witnessing how the financial industry often fails clients through corporate greed and self-serving decisions, our team of advisors came together as a catalyst for change—operating as genuine fiduciaries, upholding the highest standards without compromise, and delivering exceptional, personalized service that truly prioritizes your goals. We guide you every step of the way, transforming challenges into opportunities. 

While our plans are highly personalized, the outcome is always the same: to ignite change and secure prosperity.

Managing Partner
Financial Advisor

Before becoming a financial advisor, I spent many years in a long and rewarding career as a clinical neuroscientist. My work combined hands-on patient care with research and...

Managing Partner
Financial Advisor

For over 20 years, I’ve blended public-service grit with private-sector precision—moving from K Street to Wall Street to Main Street—to help families retire with confidence and...

Managing Partner
Financial Advisor

With over 15 years of experience in the financial industry, I’ve witnessed the highs of smart strategies that build lasting wealth and the lows of outdated practices that leave...

Financial Advisor

I've always been drawn to the principles of sound financial stewardship, but that passion deepened through my early experiences in public service, where I learned the critical...