Who I work with
Specializing in Complex Financial Needs
My practice is designed for people who want an ongoing planning relationship, not one-time advice. I typically work with individuals and families who are financially successful but want more coordination, clarity, and confidence around their decisions.
High-income professionals and executives
You are earning well but your financial life has never fully caught up. You want a real tax strategy, a clear picture of where you stand, and someone who can help you make intentional decisions with your money instead of managing everything in silos.
Individuals approaching or in retirement
You are within 10 years of retirement or recently retired and want to make sure your savings, taxes, and income are all working together. The goal is a clear, sustainable plan so you know what you can spend and when you can stop working on your terms.
Business Owners
You face a different set of financial decisions than most. Income, taxes, entity structure, retirement accounts, and an eventual exit all need to work together. I help you think through the trade-offs and make sure the personal and business sides of your financial life are coordinated.
BINS Financial and LPL Financial do not provide legal services. Please consult your legal advisor regarding your situation.
Families navigating career changes or major life transitions
A new job, a career change, an inheritance, a divorce, or any other major life event can leave your financial picture feeling uncertain. I help you slow down, understand your options, and make decisions that align with what matters most to you right now.
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Ready To See If We Are A Good Fit?
The first conversation is simply a chance to talk through your situation with
no obligation. Most people leave with clarity they did not have before.