Summary

I work closely with self-employed professionals and families who want clarity, control, and confidence in their financial lives. Many of my clients are time-poor but value independent advice. I help them cut through complexity, articulate what truly matters, and make informed decisions that align with their goals; whether that’s building wealth, funding their children’s education, exiting a business, or retiring with purpose. With a background in banking and finance, I quickly saw the limitations of the traditional advice model—product-driven, commission-heavy, and misaligned with client outcomes. I founded WARR HUNT to do things differently: evidence-based investing, fixed fees, deep discovery, and truly independent advice that puts clients first. I also believe in giving back. For many years I have been a trustee of the Sunshine Foundation Charitable Trust, which supports youth development and education, causes I care deeply about. I’m often invited to speak with philanthropic families and foundations about how to align giving with values. Outside of work, you’ll find me in the bay on warmer mornings training friends or entering an ocean swim during summer. With a young family at home, sailing and golf are on pause for now, but adventure holidays are still firmly on the calendar. If you’re a professional, business owner, or intergenerational family looking for clarity and confidence in your financial decision-making, I’d love to connect.