Why I Love This Work

I like the fact that good financial planning is equal parts empathy, education, and business planning. I get great satisfaction from finding creative solutions that balance my clients’ financial and psychological objectives. I like helping people get to a place where they can be confident in their finances and enjoy their lives.

The Clients I Connect With

Service has been an important part of my life, and I really connect with people who want to leave the world better than they found it. My background is in tech, but the specific occupation is not that important. I like working with thoughtful professionals who are passionate about making a positive difference, whether they are from tech, business, healthcare, education, or other impactful fields.

How Life Shaped My Approach

I bring the life experiences of starting multiple businesses, shepherding them through boom and bust cycles, losing a parent early, going through divorce, and raising two children and six dogs (not all at once!). Life is full of both ups and downs. My personal journey has taught me that human empathy and disciplined design are both essential to financial confidence.

Where Technical Rigor Meets Real Life

After I get to know my clients and understand their situations, I apply a lot of complex math to create solutions that are durable and resilient for their unique circumstances. This work stays behind the scenes, unless a client is interested in it. In that case, I like geeking out on the math with people who like math, and I like translating the terms into plain language for people who don’t.