The Table Financial Planning
Years of Experience
14 years
Number of Clients
104
Member Since
2022
I am a fee-only fiduciary, which means I work for you—and only you. No commissions. No product sales. No referral fees. Ever. My advice is 100% unbiased because I’m only paid by the person who matters most: you.
I focus on helping military families, household CFOs and anyone navigating big life transitions—retirement, career changes, or just figuring out “what’s next.” I help with 'all the things' creating plans that feel doable, not overwhelming, so you can stress less and live more. Think of me as your financial planning partner who makes the complicated stuff simple (and maybe even a little fun).
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