What to Expect

Unbiased AdVice

I am a CERTIFIED FINANCIAL PLANNER™, which means I am held to a rigorous ethical standard as a fiduciary.  I only provide advice that is in your best financial and personal interests. I am only paid by you and receive no commissions for any product or service that I may recommend.

Fee Transparency

Radical transparency can be hard to find in the financial services industry. I’m always clear on how you pay me, what you’re paying for, and what you will get out of our financial planning relationship. No surprises, no mysteries. Ever.

A Companion for your financial journey

I take great pride in getting to know the drivers, aspirations, and motivations of each of my clients, and developing a financial road map for attaining their dreams together. Consider me your financial BFF.