I guide professionals to retire with clarity and confidence by helping them and their families turn career success into lasting financial security. As a CFP® with over 20 years of experience, I specialize in guiding clients through the complex decisions that come with executive compensation, tax ...more

I guide professionals to retire with clarity and confidence by helping them and their families turn career success into lasting financial security. As a CFP® with over 20 years of experience, I specialize in guiding clients through the complex decisions that come with executive compensation, tax planning, and retirement transitions. From RSUs and ESPPs to navigating your first million, I offer personalized, fee-based advice that cuts through the noise — no jargon, no product pitches. Just real planning that aligns with what matters to you. Based in Madison, WI, I work with clients across the U.S. When I’m not helping clients feel more confident about their financial future, I’m probably coaching youth sports, running, golfing, or pretending I still understand TikTok thanks to my kids. If you're looking for a second opinion, a plan for what’s next, or just someone who speaks fluent “finance” and “real life,” let’s connect.less