Do You Only Work with Creative Professionals?

While my focus is on helping creative professionals including freelancers and business owners, I’m happy to work with individuals from all walks of life, as well as their families. The principles of financial planning—organizing your finances, planning for the future, and building confidence—are universal, and I tailor my approach to fit your unique needs and goals. Whether you’re a creative, a business professional, or somewhere in between, I’m here to help simplify your financial life and guide you toward success.

What Makes You an Expert?

My expertise comes from a combination of rigorous training and real-world experience. I hold a Series 65 license and am currently pursuing the Certified Financial Planner™ (CFP®) certification, which represents the gold standard in financial planning. These credentials ensure I have the technical knowledge to guide you through complex financial decisions.

Equally important, my life experiences have shaped my approach. As a co-founder of a successful design and development studio, I navigated the challenges of running a business, managing cash flow, and planning for the future. I’ve also experienced the complexities of balancing personal and professional financial priorities—like putting kids through college and preparing for retirement.

This blend of formal training and lived experience allows me to offer advice that is not only practical and actionable but also deeply empathetic to the challenges you face. I understand how financial decisions are about more than just numbers—they’re about goals, emotions, and building a life you love.

What Do You Sell?

I don’t sell any financial products. My service is unbiased financial advice tailored to your unique needs. Unlike some financial professionals who earn commissions from selling insurance or investment products, I work solely for you.

What I provide is clarity, confidence, and a plan. Whether you need a comprehensive financial roadmap or help with specific questions, my goal is to empower you to make informed decisions and take control of your financial life. With no products to sell and no commissions to earn, my only focus is on helping you achieve your goals.

Will You Tell Me Which Stock I Should Buy?

Rather than focusing on individual stocks, I recommend an approach centered on diversified, low-cost mutual funds and exchange-traded funds (ETFs). These investments provide broad exposure to the market, helping to reduce risk and build long-term growth.

Investing isn’t about picking the next “hot stock”—it’s about creating a strategy aligned with your goals, time horizon, and risk tolerance. A well-diversified portfolio ensures that you’re not overly dependent on the performance of any single company or sector.

If you’re looking for tailored investment advice, we can work together to build a portfolio strategy that fits your overall financial plan. The goal is to make investing simple, effective, and aligned with your unique needs