Planning that fits your life.
I help clients think clearly about money so they can focus on what matters.
Get startedAbout my practice
I work with individuals and families on financial planning, investment management, and retirement strategy. Every relationship starts with understanding what matters to you.
How I help
Comprehensive Financial Planning
Full-spectrum financial planning for wealth accumulation, preservation, and transfer.
Learn more →Retirement Planning
Income strategies, withdrawal planning, and tax-efficient retirement distributions.
Learn more →401(k) / IRA Rollover Services
Guidance on retirement account rollovers, consolidations, and distribution elections.
Learn more →Estate Planning Coordination
Collaboration with attorneys on trust design, beneficiary reviews, and legacy strategies.
Learn more →Stock Options / Equity Compensation Planning
ISO/NSO/RSU/ESPP analysis, concentration management, and diversification.
Learn more →Life Insurance — Term
Term life insurance for income replacement during working years.
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