About

Engineers and construction professionals are used to working through complexity. But financial decisions can become difficult when income, benefits, investments, retirement goals, and competing priorities all start moving at once.

My role is to help you understand how those pieces fit together and determine what deserves your attention next.

I wanted to make a bigger impact.

Before becoming a financial advisor, I spent seven years in lighting and construction, working alongside engineers, project managers, and contractors.

I enjoyed the technical side of my work, but always felt like something was missing.

During that time, I developed a passion for personal finance and realized it offered what I was looking for: meaningful work, flexibility, and the opportunity to help people live better lives.

Today, I combine my technical background with my passion for finance by helping the same people I spent years working alongside.

That’s what makes this work meaningful to me.

How I approach financial planning.

I believe financial planning should simplify decisions, not make them more complicated.

You shouldn’t have to save everything you make to live a great life. Your financial plan should help you enjoy today while building toward the future you want.

My approach is straightforward: understand what you’re trying to accomplish, look at the numbers, and build a plan around your goals. I take the time to explain the numbers and reasoning behind my recommendations so you understand not just what we’re doing, but why.

Depending on your needs, you’ll pay either a flat financial planning fee or an investment management fee, not both. I’ll explain the costs clearly before you make any decisions.

My goal is to build a long-term relationship where you have someone you can turn to when financial decisions get complicated.