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My Approach
CERTIFIED FINANCIAL PLANNER™ Professional | Your trusted partner for seamless financial planning.
The Clients I Serve
Business Owners, Government & Military, High Earning First Generation, LGBTQ+, Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence, Starting a Business, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I am a dedicated fiduciary advisor driven by a commitment to innovation, integrity and an unwavering focus on doing right by my client. My goal is to bring you genuine value through a high level of personalization and top-notch expertise. My diverse professional experience, which spans financial services, investment banking and startup ventures allows me to be a highly valued financial professional to individuals and business owners alike. As an advisor at Rigden Capital Strategies, an independent, fee-only firm, I have the freedom and the mandate to always act in your best interest. This means I meet you where you are, offering truly objective advice without corporate constraints, hidden agendas, or product conflicts. Every recommendation I make is designed with complete transparency to align with your goals and support your financial well-being.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.