Team

Sterling joined the firm in 2011 and is now a partner, bringing nearly 15 years of experience across every aspect of our practice. As a CFP® professional and craftsman of financial planning, he painstakingly crafts customized strategies for asset management and financial planning—working closely with clients to align investments, tax planning, and lifestyle goals toward lifelong financial freedom. Sterling is deeply involved in investment research and trading, and is always eager to tackle clients’ questions or concerns, ensuring every interaction is positive and productive.

He understands that handling finances can feel overwhelming when life’s already busy—and that’s precisely why he does this work. Sterling is passionate about simplifying complexity, guiding clients to make confident, informed decisions about their futures. He genuinely enjoys understanding each client’s unique story and tailoring his advice to their individual situation, helping them build enduring financial independence with clarity and collaboration.

Outside the office, Sterling enjoys spending time with his wife, Michelle, and their three energetic kids. When he’s not helping clients, you’re likely to find him outdoors—mountain biking, backpacking, camping, or dirt biking—bringing the same enthusiasm and authenticity to family adventures as he does to his client relationships.