Business Owners
The best business owners align business, tax, retirement, and succession planning to maximize flexibility.
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My Approach
The most successful client relationships aren't built around portfolios. They're built around trust. I work with clients who have reached a point where financial decisions have become more complex and the stakes feel higher. My job is to help them think clearly about those decisions, identify opportunities they may not see, and create a plan that supports both their current priorities and long-term goals. Clients can expect thoughtful advice, candid conversations, and a proactive approach that goes far beyond investment management. Whether we're discussing retirement, taxes, estate planning, charitable giving, or navigating a major life transition, my focus is helping clients make confident decisions and use their resources intentionally.
The Clients I Serve
Executives
Career success doesn't automatically create wealth. Be intentional with equity compensation and tax planning.
Physicians & Healthcare
Your earning power is valuable, but your savings rate and tax strategy determine long-term wealth.
Also: Black Americans, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence
Financial independence isn't just about having enough money. Make sure you have something meaningful to retire to.
Retirement Planning
Don't just plan for retirement. Plan for the life you want retirement to support.
Sudden Wealth or Inheritance
Don't rush major decisions. Give yourself time to understand your options before making big changes.
Also: Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, End of Life and Legacy Planning, Funding Education, Getting Married and Starting a Family, 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
I help clients navigate the complex financial decisions that accompany successful lives. My work goes far beyond investment management, integrating tax planning, retirement planning, estate planning, charitable strategies, and wealth management into a coordinated plan. What differentiates my practice is a proactive, fiduciary approach. Rather than reacting to events, I work to identify opportunities and challenges before they arise, helping clients make thoughtful decisions with greater confidence. My advice is evidence-based, personalized, and focused on long-term outcomes rather than short-term market trends. This mirrors Plancorp's emphasis on proactive, holistic financial planning and evidence-based guidance. Clients benefit not only from my experience, but also from the collective expertise of the broader Plancorp team. Together, we help individuals, families, professionals, retirees, and business owners align their wealth with their goals, values, and vision for the future. Plancorp's collaborative team approach and commitment to aligning wealth with goals and values are core to the our philosophy. I believe great financial planning isn't just about managing money. It's about helping people use their resources intentionally to live their best lives and create the impact they want to have on the world.
Disclosures
Independent
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.