I have worked in the Financial Planning industry since 2015, and with clients directly for 7 years

I’ve identified that I best serve:

👉🏻Professionals and families age 30-50

👉🏻 Working at Publicly Traded Companies with Equity Compensation and complex benefits

Here’s why: 1. Highly Efficient People

They are very BUSY and know how to prioritize and get things done

This includes:

- Sharing documents quickly when needed
- Implementing recommendations
- Meetings kept to allocated time
- Respond promptly to emails/ texts

I onboarded 17 new clients in 2025, and will likely onboard another 12 in 2026

You have decided you want to interview an advisor

Let me walk you through what year 1 looks like for a potential new client starting with the first conversation: First, bookmark this tweet if you don’t have time to dig in now

Second, every advisor has a different process, but those doing comprehensive planning will cover most of the same topics

You need to work with someone:

1. You TRUST
2. You feel ACCOUNTABLE to

Let’s dive in

When you think of a Financial Advisor, you probably think of someone who ONLY manages a pot of money on your behalf

But the relationship SHOULD be much more than that

Let me walk you through what a good advisor-client relationship looks like and what should be covered👇🏼 Before we dive in..

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Let's go!

Death is never convenient, and has hit really close to home recently..

It can feel like the world stops spinning

Close to 30% of people have received an inheritance, with that number likely to increase in the future

Here is the Ultimate Guide to receiving an Inheritance 👇🏼 I am currently helping 5 families work through all that comes with dealing with death of a loved one..

4 of which are family or as close as they could be to family

And trust me when I say, it never ever gets easier

You have to deal with all of this on top of grieving

A significant purchase that often costs a lot more on the surface…

A home purchase!

Especially in the current environment, is a HUGE decision

As someone who is actively looking, and helps people make this decision constantly..

Let’s talk through what you need to know: Before we dive in..

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As a W-2 employee and high earner, we know that there are only so many tax saving vehicles out there

While this type of plan is not offered to every employee..

It can be a tax saving machine

Here's the Ultimate Guide to Non-Qualified Deferred Compensation Plans (NQDC): Before we dive in..

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Over $2TRILLION is paid in income taxes in the US each year

A huge goal is to figure out how to reduce your lifetime tax bill

One strategy that is talked about a fair amount, but I rarely see put into place is TAX LOCATION

Let’s dive into how this works in practice 👇🏼 - Bookmark this tweet if you don’t have time to dig in now

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Tax Location is a strategy of holding certain funds in certain account types to maximize their tax implications, thus reducing your lifetime tax bill

We have onboarded 20 clients so far this year

You have made the decision yourself that you want to hire/interview a Financial Advisor

Then what?

Let me walk you through step by step what year 1 looks like for a potential new client starting with the first conversation: First, bookmark this tweet if you don’t have time to dig in now

Second, every advisor has a different process, but those doing comprehensive planning will cover most of the same topics

You need to work with someone:

1. You TRUST
2. You feel ACCOUNTABLE to

Let’s dive in

In 2022, my Father-in-Law was diagnosed with ALS

It was a shock to all of us..

I asked my wife for permission to write about what it has taught me about family, financial affairs, life, and charity in hopes that someone could connect to the story and be impacted

Here it goes: 1. Family is Everything

For anyone who has lost a loved one, especially early in their life, there is no amount of money that most wouldn’t pay to have them back

Family is one of the only things in life we cannot choose, and the people that will be there until the end

I’ve worked with hundreds of clients and sat in thousands of meetings.

When we think about finances, our mind immediately goes to numbers on a screen.

But I’d go to say over 50% of what we do is intangible and not easily quantified.

Here are 10 valuable lessons I’ve learned: 1. Finding Balance in Life

This is best illustrated through a lesson, and that’s the Lesson of the 5 Balls

We are all juggling 5 balls in our lives:

1. Relationships
2. Integrity
3. Friends
4. Health
5. Work

Work is a rubber ball, and the rest are made of glass