Veteran

I served 24 years in the United States Marine Corps—as an enlisted Marine and officer, on active duty and in the reserves, both stateside and in combat zones.

Much of that career involved leading people, planning missions, managing risk, making decisions, and executing alongside trusted teammates. It taught me the importance of preparation, accountability, adaptability, and steady execution.

Those lessons continue to shape my approach as a Financial Advisor. Understand the situation, develop a plan, identify the next steps, and execute. Adjust when circumstances change, but never lose sight of the mission.

Investor

I’ve been investing since I was 18 years old. Over the years, I’ve built experience across public markets, real estate, private investments, aviation, and business ownership. Combined with my military background and professional qualifications, those experiences have shaped how I approach financial advice today.

My investments include stocks, bonds, funds, real estate, and select private opportunities such as venture capital and private equity. I’ve navigated changing markets, economic cycles, investment opportunities, and the risks that come with them.

My investment philosophy is grounded in the long term: build wealth steadily, manage risk, and give compounding the time it needs to work.

As an investor and business owner myself, I understand that financial decisions involve real money, real uncertainty, and real consequences. That experience helps me bring a practical, informed perspective to the advice I provide Clients.

Advisor

As a Financial Advisor, I bring together a valuable combination of qualifications and experience across Investment Management, Financial Planning, Real Estate Strategy, Business Strategy, and Insurance Planning.

I founded Oberdorfer Financial to help Military Veterans, Business Owners, Pilots, and their families make better financial decisions, manage risk, and build lasting wealth.

As a business owner myself, I’m in the arena too. I understand the responsibility of managing a business, allocating capital, balancing competing priorities, and building something worthwhile over time.

I’m mission-focused and believe in winning the hour and winning the week—making steady progress through preparation, good decisions, and consistent execution.

My approach to Financial Planning is practical. We identify financial friction, evaluate opportunities and risks, and determine the next actions that can improve a Client’s financial trajectory.

A Financial Plan establishes the strategy. A Financial Action Plan helps get it done.

Family & Life Beyond Finance

Above all, I’m a husband and father. My family is central to my life, and I believe financial success should serve something greater than the accumulation of money.

I value family, faith, service, personal responsibility, and building a life rich in experiences, relationships, and opportunities.

Outside of helping Clients, I enjoy sports and fitness, particularly cycling, tennis, and endurance challenges. I also appreciate the performing arts, real estate design and development, and collecting things of lasting interest and value, including art and watches.

I believe the best financial decisions support the life you want to live, the people you care about, and the legacy you hope to build.

That’s what Money on a Mission means to me.