Who We Serve

Our team enjoys working with high-performing leaders who tend to be self-employed business owners, medical professionals, tech and medical sales executives, and those in sports & entertainment. Our team resonates with individuals like you. That was me. We understand what’s on your mind and can help. 

Our Clients

Self-Employed Business Owners 

Pre-retirees 

Medical Professionals/Physicians

Tech and Medical Sales Professionals

Sports & Entertainment Professionals 

 

Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan too so that your plan stays flexible, and you stay on track to consistently meet goal after goal.

What’s On Our Clients' Minds

Increasing financial literacy 

What do I do with Stock Options (RSUs, ISOs, ESPP) 

When/Will I reach financial independence? 

How do I compare to others? 

How do I create generation wealth?

I have an advisor, can/will you work with me? 

 

Whether you're navigating everchanging personal, professional, or financial situations, seeking asset protection, contemplating retirement, grappling with where to allocate savings, or feeling overwhelmed with organizing your financial life, you deserve the guidance of an advisor and a personalized plan tailored to your needs.