High Earning First Generation
Build wealth intentionally. As your income grows, avoid lifestyle creep and prioritize saving, investing, and long-term goals.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Don’t just save for retirement. Start planning now for how you’ll turn what you’ve built into income and a life you’ll actually enjoy.
Retirees or Seniors
Retirement changes the question from “Do I have enough?” to “How do I make the most of what I’ve built?” Plan accordingly.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Financial independence isn’t just about leaving work. Make sure your money can support the life you want for the long haul.
Retirement Planning
Retirement planning is about more than hitting a number. Know what you want retirement to look like and build your finances around it.
Starting a Business
Keep your business and personal finances separate from day one. Good financial habits are much easier to build than fix later.
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'm a financial advisor, CFP® professional, and CPA/PFS who helps individuals and families make better decisions around retirement, investments, taxes, and wealth transfer. My background in both accounting and wealth management gives me a different perspective on financial planning. I don't view investments, taxes, retirement income, and estate planning as separate conversations; they're interconnected pieces of the same financial picture. I particularly enjoy working with people approaching or already in retirement, as well as high-income professionals and business owners facing increasingly complex financial decisions. My approach is straightforward: understand what matters to you, identify the decisions that actually move the needle, and build a plan around them.
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.