I help people bring their financial goals to life by acting as their personal CFO while they remain the CEO of their own vision. Together, we build a plan that takes them farther, combining innovative technology, customized strategies, and a strong emphasis on communication and education. More ...more

I help people bring their financial goals to life by acting as their personal CFO while they remain the CEO of their own vision. Together, we build a plan that takes them farther, combining innovative technology, customized strategies, and a strong emphasis on communication and education. More importantly, I take the time to understand each client’s story, family, and interests so the relationship feels meaningful, effective, and even fun. My goal is to make financial planning less overwhelming and more empowering, giving clients the clarity and confidence to enjoy the journey as much as the destination. At Compound, we provide the resources, technology, strategies, and team to seamlessly manage not only your financial and investment plan, but also estate planning, tax preparation and planning, and insurance needs. Through our integrated client Dashboard, we deliver a comprehensive and coordinated wealth management experience. If you’d like to learn more, I’d be glad to connect!less