I help high-achieving professionals make smart money decisions.

I founded lifelaidout to help people like you — successful professionals juggling careers, family, and financial goals — simplify complex decisions and achieve more with their wealth.

With over a decade of experience at Google and seven years in investment banking, I know how demanding careers can leave little time to focus on managing your wealth — and how overwhelming finances can feel as your career grows. From navigating company stock to minimizing taxes to planning for early retirement, those decisions can become complicated quickly — and it’s easy to wonder if you’re missing something.

That’s where I come in. I help my clients cut through the noise, avoid costly mistakes, and build and execute a financial strategy that helps them achieve a great life — not just a good one.

My Background Story

Where My Journey Began

I didn’t set out to become a financial planner. Early in my career, I ignored my finances, believing that earning a healthy salary was enough. I was also terrified of investing and assumed (or secretly hoped) that my money would take care of itself.

That mindset changed when an unexpected layoff turned my world upside down seven years into my investment banking career.

Suddenly, I had to answer critical questions all at once:

  • How much did I need to live on?

  • How long could I afford to search for a job?

  • What types of career opportunities made financial sense?

  • And most importantly, was my savings working to get me closer to my goals?

The “Why” Behind My Work

That experience opened my eyes to the importance of thoughtful financial planning. Determined to take control of my money, I immersed myself in learning everything I could about personal finance — eventually earning my CFP® certification and discovering a real passion for the subject.

Since then, I’ve taken control of my finances — and it’s made all the difference. Whether facing a planned career move, an unexpected transition, or a global pandemic, I’ve been able to make confident decisions and adapt with ease — because of the diligent planning I’ve done behind the scenes.

Inspired to help others experience that same sense of control, I launched my financial planning firm in 2016. To be able to impact more people with practical, real-world strategies, I published my personal finance book, Work Your Money, Not Your Life (Wiley, 2020) — a guide to managing your money while building a life you love.

Morgan Stanley, Investment Banking
Google, Analytics & Insights
Capital One, Strategy & Analytics

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Divorce Financial Analyst® (CDFA®)
Carnegie Mellon, B.S. in Business & Economics

InvestmentNews, 40 Under 40 in Financial Planning (2017)
Investopedia, Top 100 Most Influential Financial Advisors (2018-2020)

What Sets Me Apart

With 20 years of experience in finance and technology, I blend professional insights with real-world experience to help high-achieving professionals simplify their finances, minimize taxes, and build a clear path to the future they envision.

My clients are smart enough to manage their finances on their own — but they know they might be leaving money on the table. I help optimize financial decisions so they can feel confident they’re making the most of what they’ve built.

I apply these same strategies in my own life — refining them to be practical and effective. By combining personal experience with professional insight, I offer advice rooted in what actually works.

Because meaningful planning requires personal attention, I intentionally limit my client base — so I’m available when you need me most.

Whether you prefer big-picture insights or want to dive into the details, I’ll meet you where you are.

Let’s design a financial strategy that evolves with you — and supports your extraordinary life.

A Bit More About Me

🏡 Hometown: Pittsburgh, PA (Go Pens and Steelers!)
📍 Current City: Northern Virginia (DC suburbs)
☀️ Morning Person or Night Owl: Morning person — I try to squeeze a workout in before my son, Owen, wakes up
🍕 Favorite Food: Pizza — but these days, you’re more likely to find me eating something healthier #over40crew
💻 PC or Mac: PC
🎧 Music App: Recently switched from YouTube Music to Apple Music so I can run without my phone
📺 Last TV Show Watched: The Traitors (Season 3) — so good!!
🐜 Fun Fact: I hate bugs, which doesn’t exactly align with living in the ‘burbs — but here I am!

My Commitment To You

On Your Side.

As a fiduciary, I’ll look out for your best interests, on all accounts, and at all times.

All The Angles.

I’ll analyze multiple what-if scenarios to give you a complete view of your options — with insights you can understand, minus the overwhelm.

I’ll give you clear, straightforward guidance, and I’ll meet you where you are — whether you prefer big-picture insights or a deeper dive into the details.

To The Point.

Always Learning.

I’ll stay up to date on the latest financial strategies — not just because I have to, but because I’m naturally curious and committed to finding the best ideas to help you succeed.