The Advisor I Wish I Had at 25
Tax-smart wealth planning for Millennials and Gen Z professionals who are earning well and ready to make it count.
The Problem
You’re earning good money. You’ve maxed out your 401(k), opened a Roth IRA and maybe a brokerage account, but you feel like you should be doing more. When you look at your full financial picture, something feels off.
You’re not sure if you’re making the right moves — it feels like you’re leaving money on the table.
The Solution
That’s where I come in.
I help high-earning professionals build tax-smart financial systems that actually fit their lives.
No jargon, no cookie-cutter plans. Through clear strategy, and plain-English explanations, we'll work together to develop a plan that evolves with you.
Financial Planning That Actually Makes Sense
Comprehensive Planning
Key goal projections, insurance reviews, estate planning, equity comp strategy, and a clear roadmap that evolves with your career, and your life.
Tax-Smart Strategy
Asset location, Roth conversions, tax-loss harvesting, income optimization — all coordinated so your money works harder and less of it goes to the IRS.
Investment Management
Diversified, tax-efficient portfolios with the ability to implement direct indexing, automatic rebalancing, and ongoing optimization aligned to your goals.
Getting Started Is Simple
Book a Discovery Call
An initial conversation to understand your situation, goals, and whether we’re a good fit.
Build Your Plan
I’ll create a comprehensive, personalized financial plan built around your tax situation, career trajectory, and goals.
Execute & Optimize
We implement together and meet regularly to refine, adjust, and keep your plan aligned as your life evolves.
Built for People Like You
The Early-Career High Earner
You’re in your mid-20s or early 30s, earning $80K–$150K, and you know you should be doing more with your money. You’ve googled “Roth IRA vs. traditional” more times than you can count, and you want to take the next steps in planning for your future.
The Established Professional
Mid-30s to early 40s, household income $150K–$300K+. You have multiple accounts, maybe equity comp, and your tax situation has become complex enough that you need someone who considers how each variable affects the other.
The Business Owner
You’re running a business and your personal and business finances are intertwined. Entity structure, retirement plan options, tax strategy — you need someone who sees both sides.
The Equity Comp Navigator
RSUs, ISOs, stock options, ESPP — you have equity compensation and the tax implications of each decision feel overwhelming. You want a strategy, not more guesswork.
You do not rise to the level of your goals. You fall to the level of your systems.
— James Clear
Ready to Build a Plan That Actually Fits Your Life?
Book a discovery call and let’s figure out what your next move should be.