Mid-Career professionals & business owners
Wealthbuilders is a progressive wealth management firm dedicated to helping you align your money with your values.
Let's start your journey
Your high-income years are critical to your financial well-being and security
These are also some of your busiest years. I got you! It feels great to make good income, but it can also be stressful when it’s not being properly managed. I will provide you with a financial roadmap to set you up for success, share unbiased advice to help you grow your nest egg, and also show you how to keep and grow those hard earned dollars.
WealthBuilders is a fee-only, fiduciary Registered Investment Advisor – this means I am only compensated by my clients and am legally required to put their interests first.
How I can support you
I’m a CFP® with 16+ years of experience in financial services. I help mid-career professionals & business owners reach their investment goals by focusing on each of their specific goals and values, and by providing investment advice that is based on evidence—not emotion.
I apply principles from academic research and financial science to manage globally diversified, asset class portfolios for individuals and families with unbiased advice.
PERSONAL FINANCIAL PLANNING
This is where we dive deep to make sure we address each of the key areas of a financial plan to help you protect and grow your wealth. We practice Financial Life Planning which is a stronger approach to traditional financial planning that is more values-based and life-centered.
I align your core values, beliefs, and goals to your fully customized Wealth Plan. My goal is to help you develop a more successful and satisfying relationship with money.