A Partner in the Decisions That Shape Your Financial Life
I work as a fiduciary, which means my advice has to be in your interest. Not close to it. Not most of the time. There's no commission structure, no product to sell. Just advice.
I've worked with utility and telecom employees at companies like AT&T and PG&E weighing pension and pre-retirement decisions, non-profits and their people navigating deferred compensation, tech employees navigating equity compensation, physicians building wealth alongside a demanding practice, and business owners thinking through what comes after. The specifics are always different. The work is the same: understand what you have, clarify what matters, and help you act.
I'm part of Farther's advisor network, which gives you access to an institutional platform: tax-lot optimization, direct indexing, and estate planning resources. You get that infrastructure alongside someone who knows your name and your situation.
Fiduciary Standard
Technology-First Platform
Nationwide Reach
I Help People Who've Worked Hard Get the Most Out of What They've Built.
Whether you're navigating stock options, planning for retirement, growing a business, or just trying to make smart decisions for your family, I've been there. Here are some of the people I work with every day:
Telecommunications & Utilities
Long careers at AT&T, Verizon, T-Mobile, SRP, or PG&E come with pieces that don't fit together neatly: pensions, deferred comp, employer stock, union rules. The work is figuring out how each piece interacts with the rest.
Learn more →Institutional & Non-Profit
Endowments, foundation assets, and operating reserves come with their own constraints: spending policy, board oversight, donor restrictions. The portfolio has to fit the mandate, not the other way around.
Learn more →Families & Life Transitions
Divorce, the loss of a spouse, an inheritance, retirement. The financial decisions tend to land all at once, on top of everything else. I help you slow them down and take them in order.
Learn more →Aerospace & Defense
Honeywell and Raytheon careers come with pieces that interact in ways most people don't see until it's too late: pension elections, deferred comp under 409A, employer stock from the match. The work is sequencing decisions so they don't undo each other.
Learn more →Physicians, Families & Business Owners
Physicians at Banner Health, owners running a practice, families with concentrated wealth. Different situations, common thread: high income that hasn't translated into a coherent plan. The work is closing that gap.
Learn more →Tech & Engineering
TSMC, Intel, NVIDIA, Apple. RSUs, ESPP, performance bonuses, sometimes options on top of all that. The work is deciding what to sell, what to hold, and what the tax bill looks like when each piece vests.
Learn more →You Shouldn't Have to Figure All of This Out Alone.
Here's what I see all the time: smart, hardworking people who are great at what they do, but feel overwhelmed by the financial side of it. And honestly, who wouldn't be?
RSU vesting schedules, withholding shortfalls, deferred compensation decisions, employer stock concentration, Roth conversions, state tax implications when you relocate: it adds up fast. Most advisors don't dig into this stuff. I do. Every single day.
I use Farther's technology platform to build plans that actually reflect your life, not some cookie-cutter model. Because your finances are personal, and I believe your advisor should treat them that way.
A Few Numbers That Show Why This Stuff Matters.
These are real situations I see with my clients, and real opportunities most people miss.
$200K+
Typical swing in an AT&T lump-sum pension value when IRS segment rates move just 1%. The timing of your retirement date matters more than most people realize.
60 days
Most pension elections (PG&E, AT&T, and others) have a hard deadline after your separation date. Once you choose lump-sum or annuity, the decision is irreversible.
22%
Flat withholding on RSUs and bonuses, but many people actually owe 37%. That gap catches a lot of folks off guard at tax time.
$72,000
The maximum you can put away each year through a mega backdoor Roth, and most people don't even know it exists.
7%
Some employer matches land entirely in company stock. That's a concentration risk that deserves a real plan.
$3.3B
In deferred compensation balances at just one company, unsecured and unfunded. That's a risk worth understanding.
A Simple Process That Puts You First.
It starts with a conversation. From there, I build a plan around your actual life.
I Listen
A Real Conversation, Not a Pitch
I start by getting to know you: your family, your career, what keeps you up at night, and what you're working toward. A real conversation, not a form. You'll walk away with clarity.
I Build Your Plan
Built Around Your Life, Not a Template
Using Farther's platform, I put together a financial plan that actually reflects your situation: your goals, your tax picture, your benefits, your timeline. I walk through every piece of it with you.
I Handle the Details
So You Don't Have To
Account transfers, beneficiary updates, tax-lot optimization: I take care of all of it. Farther's platform keeps everything organized so nothing slips through the cracks.
I Stay in Your Corner
Life Changes. Your Plan Should Too.
Regular check-ins, proactive tax planning, real-time monitoring. When something changes, like a new job, a big purchase, or a market swing, I'm already thinking about what it means for you.
I Listen
A Real Conversation, Not a Pitch
I start by getting to know you: your family, your career, what keeps you up at night, and what you're working toward. A real conversation, not a form. You'll walk away with clarity.
I Build Your Plan
Built Around Your Life, Not a Template
Using Farther's platform, I put together a financial plan that actually reflects your situation: your goals, your tax picture, your benefits, your timeline. I walk through every piece of it with you.
I Handle the Details
So You Don't Have To
Account transfers, beneficiary updates, tax-lot optimization: I take care of all of it. Farther's platform keeps everything organized so nothing slips through the cracks.
I Stay in Your Corner
Life Changes. Your Plan Should Too.
Regular check-ins, proactive tax planning, real-time monitoring. When something changes, like a new job, a big purchase, or a market swing, I'm already thinking about what it means for you.
The Best Compliment I Get? “I Finally Feel Like Someone's in My Corner.”
I work with families, professionals, and business owners who were looking for something different: an advisor who actually listens, explains things clearly, and treats their money like it matters. Because it does.
Let's Start With a Simple Conversation.
A real conversation about where you are and where you want to be.
Confidential · Available nationwide