Imagine being able to live the life you’ve worked so hard to build.
You’ve worked hard to build a successful career, and you’ve been diligent about saving and investing. But as your wealth has grown, so has the complexity of managing it. Navigating taxes, company stock, and retirement planning can feel overwhelming.
That’s where I come in. I help high-achieving professionals like you simplify your financial life, minimize taxes, and retire with confidence — knowing your financial plan is optimized to support your goals.
What I Offer:
Retirement Planning - Detailed planning to ensure your wealth supports your unique goals, whether that’s retiring early, pursuing passion projects, or balancing multiple priorities.
Investment Management - Portfolio design and ongoing management to align your investments with your goals, place assets in the most tax-efficient accounts, and implement smart withdrawal strategies — so your money works harder for both present and future you.
Company Stock Management - Strategies to diversify concentrated stock positions in a tax-aware manner.
Strategic Tax Planning - Proactive ways to lower your tax bill — not just for this year, but over your lifetime.
Healthcare Planning - Guidance and analysis to help you navigate pre-Medicare healthcare planning — balancing potential subsidies, Roth conversions, and other tax strategies to find the most cost-effective path.
AS SEEN IN:
Why Work With Me
Trusted Advisor to Executives
Now, For You
With over a decade of experience at Google and seven years in investment banking, I’ve spent years advising C-level executives on complex financial strategies — translating sophisticated concepts into clear, actionable guidance. The same attention to detail and thoughtful analysis I applied when advising executives is what you can expect from me — ensuring you receive clear, well-reasoned advice tailored to your goals.
I Get It
Because I’ve Been There Too
I’ve faced many of the same decisions you’re navigating — managing equity compensation, planning for financial independence, and optimizing taxes. While my situation isn’t exactly like yours, I apply the same strategies where they’re relevant to my own circumstances. The advice I offer isn’t just theoretical — it’s advice I’ve refined through real-world experience — both in my own life and in guiding clients toward their goals.
Personalized Service
From Me, Not a Junior Planner
When you work with me, you’re working with me — not a junior planner or someone you’ve never met. I intentionally limit my client base to ensure you get the personalized, high-touch experience you deserve. By working with fewer clients, I’m able to be there when you need me most — whether you’re facing an unexpected decision, navigating a major life event, or just want to talk through something.
More Than Just Numbers
A Calm, Supportive Partner
Financial decisions can feel overwhelming, especially when there’s a lot at stake. Through my experience appearing on live TV and speaking to audiences of hundreds of people, I’ve learned how to explain complex financial topics in a calm and approachable way — even under pressure. Whether you prefer big-picture insights or want to dive into the details, I’ll meet you where you are — helping you feel informed, confident, and in control.