Advice should feel like a partnership, not a pitch.

Too often, “advice” starts with a product. I start with the plan: what you’re working toward, what constraints matter, and how we measure progress. Then we choose the tools that support that plan.

My approach is simple. Plain language. Careful listening. Decisions you understand. I work as an RIA under a fiduciary standard, which means your interests come first — in writing and in practice.

Background

Outside of work, I spend time with family and friends, and I stay close to markets and economic trends — the context that shapes long-term planning.

Custodian relationships matter for how accounts are held and serviced. We partner with Charles Schwab as custodian where appropriate for client accounts.