Independent financial advice for life’s big decisions

Personalized planning to bring clarity and confidence to your financial future

Cash flow | Investments | Insurance | Tax Planning | Estate Planning | Retirement

I can help you if:

  • You are looking for a long-term independent financial partner to help you think through life’s big money decisions. Am I on track for retirement? What about my kids’ education? Should I buy or rent? How much house can I afford? Will my family be okay if something happens to me? What should I do with my bonus or stock options? 

  • You no longer have the time to manage your financial life

  • You feel like you’re making big decisions in the dark without knowing the consequences 

  • You want a trusted advisor but feel like everyone is trying to sell you something 

My core financial beliefs

Simplicity beats complexity. The financial plan is worthless if you don’t understand it.

A diversified, low-cost, tax-efficient portfolio will take you far.

The future is uncertain, so flexibility and liquidity matter.
Markets are not perfectly efficient, but in the long run they don’t need to be.
Your “why” is the most important thing. What are we trying to accomplish with your money? 
We need to pick the right financial tool for your specific goals, time horizon, and risk tolerance.

How I’m Different

100% Independent

1

I have nothing else to sell you and no one else to report to but you.

Fee-Only

2

The only money I make is what my clients pay me.

Fiduciary

3

I am obligated to put your interests first.

You’re In Control

4

Just want financial advice, and have your accounts stay where they are? We can do that.

Want to save the hassle and enlist my help in managing your accounts? We can do that too. It’s always up to you.

You Have My Full Attention

5

I limit my number of clients so I can always give you the focus you deserve, and it will always be me picking up the phone.