Let’s Connect

Yes.

I never feel like I’m at work! I love helping people find the clarity I once needed myself. I get to keep learning, growing, and serving in ways AI can’t replicate — because I offer something deeply human: connection. Technology supports what I do, but it doesn’t replace it.

I offer asset management, financial planning, life insurance (when it fits the plan), and estate planning guidance. We take a year-round, bite-sized approach — not a one-and-done. My service tiers are built so every client gets the attention they deserve, no matter their starting point.

I believe in owning tangible assets — homes, stocks, businesses, and real estate that produce income. When investing in the market, I help clients buy great companies that align with their goals and values.

Each service tier includes specific communication rhythms. In general, we meet at least twice a year, with more access as engagement increases. I’m available via text, email, phone — and we can meet virtually or in person.

Most of my compensation comes from a percentage of assets under management (AUM), which aligns my success with yours. I also offer flat-fee planning or monthly billing for clients without investable assets. I do earn commissions on insurance when it’s part of a plan — but that’s less than 20% of my revenue.

We look at your full financial picture — not just market returns. We compare your progress to your goals and benchmarks like the S&P 500. Our diversified portfolios are reviewed quarterly and monitored weekly.

One client wanted more in-person meetings than I could offer, and I had to prioritize family time over late evenings. The other clients left after I introduced a $49/month minimum fee — I was providing extensive service for unsustainable compensation. That change allowed me to build a structure that honors every client’s time and value moving forward.