I help tech professionals + power couples seek clarity by creating wealth + thinking bigger

Most of my clients come to me having some sort of plan in place already. You've likely started your retirement plan at work, done some investing on your own, and maybe you even have some equity-based compensation. But how do these all work together? More importantly, how can we be tax-efficient with all the moving pieces? With the demands of work + home, maybe you don't have the time to find all the answers yourself, or maybe you just don't want to anymore. By taking a comprehensive approach to planning, my clients share that they feel more confident about their stock-based compensation strategy, retirement no longer feels like a black box, and their risks are managed. 

Our process is client-focused. First, we'll have a brief introduction to ensure we're a good fit for one another and timing is right. If so, we'll get a clear picture of your goals and your starting point. With the number and the vision in mind, my team will craft an individualized plan that is specific to your family. 

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My Clients

Our team works nation-wide and has found the most success with tech professionals and families. We specialize in a few areas:

  • Understanding and maximizing your equity-based compensation, and creating a strategy to be tax-efficient
  • Creating passive income strategies beyond what is offered to you at work
  • Weighing your options for paying down debt quickly vs. creating wealth
  • Saving for a big goal - like a home, wedding, building a family, etc. 
  • Consolidating financial accounts 
  • Tax-efficient strategies

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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