I was raised by a financial advisor and have been learning about markets ever since I can remember. The 2008 crash at the start of my career taught me a great deal about how extreme markets get at times, and more importantly, how those extremes can affect our thoughts and behaviors.
I’m a perpetual optimist that spends a lot of time thinking about risk. I love meaningful, fruitful conversations and draw from my background in equity compensation, executive benefits, insurance/annuities, retirement plans, and digital assets. Sophisticated, human-focused financial planning is my passion.
I approach relationships with warmth and thoughtful attention while aiming to simplify the complex – financial or otherwise. Money is just a stepping stone but doesn’t provide meaning to life on its own. After a conversation, I want you to feel a greater sense of clarity and confidence in your financial life so you’re free to pursue what really matters to you.
