“Most of the people I work with didn’t start out looking for a financial advisor.

They’ve handled things on their own for years - saving diligently, making smart decisions, and building wealth.

Then something changes.

Equity compensation gets complicated. A business is sold. An inheritance sits in cash for too long. Retirement starts to feel real. Or life simply gets busy enough that managing it all becomes one more thing they don’t want to carry.

At that point, it’s no longer about finding the “right answer” on Google. It’s about making decisions that are too important (and too permanent) to get wrong.

That’s where I come in. My role is to:

- Bring structure to complex situations
- Help you see the trade-offs before you make decisions
- Reduce the risk of costly mistakes
- Take the ongoing management off your plate

Many of my clients come to me feeling unsure, even when they’ve done everything “right.” Often, they’re further ahead than they think - they just need someone to help connect the dots.

I’m a Fee-Only, Fiduciary, and CFP® professional and I work virtually with clients across the country.

On a personal note, I’m a military spouse, so I understand firsthand how careers, moves, and life changes can create complexity in ways that don’t always show up on a spreadsheet.”