I’m genuinely excited that you’re on this page, because it gives me the chance to show you where I can help you—not just as a financial advisor, but as someone who’s been through a lot of these situations myself.

 

These are not the only situations where I can help you, but they’re great examples of where I know I have done my best work for clients. While I can run numbers, build portfolios, and deliver plans (just like every other financial advisor in town!) I believe that the moments where I shine are the ones that come with a little more weight behind them — the kind of life transitions where clarity, empathy, and experience matter just as much as the math.

 

You’ll see that each section below focuses on a different chapter of life. Some are joyful. Some are hard. All of them involve big decisions, limited bandwidth, and the opportunity to set yourself up for something better on the other side.

 

Click through to explore whichever ones feel closest to where you are. I’ve written each of them to show not just what I do, but why I do it—and why it matters to me personally.

 

Below are five places where I do some of my most meaningful work.

 

Each section tells a little more of the story—some of mine, some that might feel like yours. And if you’re not sure where to click first, don’t stress. You don’t have to be in crisis or mid-transition to get value out of good planning. Let’s just start with a conversation. And see where it takes us.