The most important thing to know about me is that I serve as a Fiduciary and Fee-Only advisor.   As a fiduciary I put your interest above mine.  Because I do not accept any commissions or sell any financial products my advice is free from external financial influences.   As a fiduciary, my only goal is to help you find the best strategies for achieving your objectives.

In a previous role, I served very affluent clients.   My goal now is to democratize the wealth creation process and to make the same expertise available whether you’ve got millions or only hundreds to invest.

I do not provide investment management services – only a wide range of financial planning services.  I help clients either manage their own investments or locate other financial advisors who provide investment management services.

As an avid outdoor person, you’ll regularly find me skiing, hiking, backpacking with my equally adventurous spouse Spyder.  I am honored to serve the LGBTIA+ community.