High-earning sales professionals and business owners
Balancing everything that comes with your profession is hard. I've been there. Let me take financial planning off your plate.
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 sales executives, business owners, and growing families 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. I bring a teaching/coaching approach to planning and will help you to grasp concepts and in turn, gain confidence when it comes to your plan.
I believe in having balance—you should enjoy life today, but also be prepared for a solid future.