Virtual fee-only financial planner for millennial business owners and equity compensated millennials.
I’m big on family. I grew up with 4 siblings and now have 2 children of my own. Financial planning for families presents many unique situations. I enjoy being a valuable resource for families as they evolve on this ever-changing journey.
I’m a former college athlete and current fitness enthusiast. I have found that many people who share a similar background make prudent investors. Sticking to a financial plan takes a high level of commitment and consistency.
I love what I do. I studied finance in college and have been in this industry ever since (10 years now). I wake up every day excited. I’m here to help educate you. There are never “dumb” questions. Client engagement is key. The best client/advisor relationships involve great communication.
With all of that being said, sharing similar hobbies/interests/passions with clients makes what I do, that much better.