It’s never been a better time to be an investor. However, it’s arguably never been a more overwhelming endeavor. How do you keep up with all the strategies and options available to you, raise a family, have a fulfilling career, and someday be financially independent? When I got into financial advising, I saw an opportunity to help technology professionals leverage their benefits at work, and shorten the learning curve—allowing them to become financially independent faster than they ever thought possible.
With over 7 years in the industry, I’ve helped families and professionals at technology companies achieve confidence in their financial decisions through a customized investment management and financial planning process. If you’re a technology professional making great money, wanting to get clarity on when you’ll be able to retire, and wish you could stop paying so much in taxes, I want to help you break through.
I have helped my clients own their financial future, keep more of what they make, and provide their families a sense of confidence through the ups and downs of the stock market. I have found that the busier you get, the more successful you become, the worse the situation gets as it relates to taxation and the ability to keep all of those plates spinning in the air.
My ideal clients are professional, committed, and driven individuals. I show up powerfully and help them identify and focus on fixing some key problems so that they optimize their portfolio to the benefit of their family and future.