As a Certified Financial Planner (CFP®), I understand the unique challenges which professionals and entrepreneurs face. Too often, this group is overlooked by an industry focused on selling products, not solving problems. That’s why I’m committed to delivering meaningful financial planning tailored to your needs.

I simplify wealth management, specializing in tax strategies, equity compensation, business planning, and financial independence. My approach meets you where you are—whether you’re building a career, growing a business, or pursuing financial freedom.

I prioritize transparency, integrity, and accountability, ensuring you feel supported, informed, and confident at every step. Together, we’ll create solutions that help you achieve clarity, control, and the life you envision. If you’re ready for a trusted financial partner, let’s get started.