My work as a wealth manager keeps my ideas grounded.

Every day, I sit across from people making real financial decisions.. That proximity to real-world decision-making informs everything I write and speak about.

 

As a Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®), my work spans long-term planning, investment strategy, and retirement income design. But credentials alone don’t create good advice. Understanding how people behave under uncertainty — and helping them make thoughtful choices — does.

 

The frameworks I share are tested in real conversations, refined through real decisions, and shaped by what actually helps people move forward. Whether I’m in my office, on the page, or on the stage, my goal is the same: practical, grounded guidance that reflects real life.