Millennials & GenZ
Stop waiting until you feel “ready” to start planning.
Loading planner profile...
My Approach
I work with ambitious professionals and growing families who are managing complexity — dual incomes, equity compensation, career transitions, or the financial weight of building something. My planning is behavioral first and tax-smart throughout: we start with how you think about money, not just what you have. Every client gets a comprehensive, ongoing plan built around their actual life — not a one-size-fits-all portfolio and a binder.
The Clients I Serve
Pre-Retiree
Give yourself grace- this is a tremendous transition and we don't need to know every decision at once.
Women & Female Leaders
Your financial life doesn’t fit the standard model. That’s not a disadvantage — it just requires a more comprehensive, flexible plan.
Also: Business Owners, Executives, High Earning First Generation
Major Milestones I Specialize In
Compensation Changes
As your income grows, we will be mindful of lifestyle creep and what it means for your retirement planning needs.
Getting Married and Starting a Family
Let's understand your money scripts. And also get protection in place- from someone not selling insurance!
Retirement Planning
Remember that your first withdrawal is not your last. We are still planning for the long term even though the de-cumulation has begun.
Also: Buying a Home and Relocation, Early Retirement or Financial Independence, Funding Education, Starting a Business, Widowhood
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
My planning process starts with a real conversation, not a sales call designed to close you. Before we talk numbers, I want to understand your money scripts: the beliefs, patterns, and stories about money you’ve carried — often since childhood — that shape every financial decision you make. That layer matters, and most planners skip it entirely. From there, we build a comprehensive financial plan together over the course of the year. Not a one-time binder you’ll never open again — a flexible, living plan that evolves as your life does. It covers cash flow, tax strategy, investments, insurance, estate considerations, and the decisions that don’t fit neatly into a spreadsheet. I’m tax-focused by training and by practice — almost everything I do has a tax layer, and I think it should. I offer a hybrid model that separates planning from portfolio management. You can engage on a flat monthly retainer, add investment management as an optional layer, or — for households over $750,000 — work with me on a traditional AUM basis. That structure exists because great financial planning shouldn’t be gated behind your asset balance. We meet at a minimum of 2 times a year with ongoing access between sessions. You’ll always know where things stand. I’ve personally navigated business launches, a business sale, career pivots, downshifts and the particular complexity of building a life and a financial practice at the same time. When that’s your story — or your family’s story — I understand it from the inside, not just the textbook. Let's connect!
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.