Professional Bio:

• Certified Financial Planner (CFP®)
• Earned his B.S. from Duke University
• Earned his M.S.W. from the University of North Carolina at Chapel Hill
• Was the CEO of two tech startups and two nonprofits before transitioning to the financial planning profession
• Member of FPA (Financial Planning Association)

When working with clients, Bud brings a lifetime of experience and a holistic view of well-being to his work as a financial planner. He honed his entrepreneurship and leadership skills as the CEO of two education technology startups and as the executive director of two nonprofits that focused on educational success and wellness promotion. His training in mindfulness and social work contributes to his strong relationship-building, empathy, and deep listening skills.  Finally, his background in both the biological and behavioral sciences contributes to his analytical skills and inclination toward research and what works.

Some fun facts about Bud:

• Bud was born in Hawaii.

• He is a trained mindfulness instructor and has been practicing meditation for over 40 years.

• Bill and Melinda Gates personally visited an alternative high school that Bud co-created with the local school system.

• He adores his two children (who graduated from college without any debt – though that’s not why he adores them).

• He recently moved across the country to Montana to live in the mountains and enjoy hiking, cross-country skiing, and gardening.