Chief Growth Officer | RIG

Financial Advisor | LPL Financial

I am a wealth manager and builder for successful entrepreneurs & individuals with concentrated stock positions in their 30s, 40s, and 50s.

Whether you are dreaming of being financially independent, safeguarding your wealth, or funding an adventure, I am your go-to person for navigating the twists and turns of all money matters. My passion for being a lifelong learner and helping individuals feel financially secure allows me to offer customized strategies to diversify and protect my client’s interests.

I focus on comprehensive financial planning designed around what matters most to our clients. The approach emphasizes tax planning, business strategies, equity compensation, and financial independence planning. I understand my clients lead busy lives, so I make it easy by meeting them where they are and providing the accountability they need as their financial quarterback.