Most financial advisors have never read a blueprint. I have. After 7 years in engineering and construction, I became a financial advisor specifically to serve the people I once worked alongside. I help you build a financial plan as solid as your work.

Why you outgrow simple financial advice

Early in your career, financial planning is straightforward. Save more. Invest consistently. Build an emergency fund.

But at a certain point, everything gets more complicated.

Equity compensation starts accumulating. Assets spread across multiple accounts and employers. Tax exposure grows and gets harder to manage proactively. Career changes introduce new variables. Business income adds another layer entirely.

Many financial strategies are designed for isolated decisions.

Engineers and construction pros don't think that way. They account for the entire system.

That's exactly how I approach your finances. 

How I help you create structure

• Coordinating savings across pre-tax, Roth, and taxable accounts

• Structuring decisions around RSUs, stock options, and concentrated equity positions

• Organizing retirement accounts across current and former employers

• Aligning investment decisions with current and future tax exposure

• Planning around promotions, career transitions, and changes in compensation

• Building a retirement plan when there's no employer-sponsored option