Flat-Fee Planning. Tax-Focused Advice
I provide integrated retirement planning, investment management, and proactive tax-strategy — all under one roof for a single, transparent fee. By combining the expertise of a CFP Professional and an IRS Enrolled Agent, I help you navigate retirement with a plan designed to keep more of your hard-earned money in your pocket.
My Values
SIMPLICITY
Finance is full of jargon and “black boxes”, but it shouldn’t be. I specialize in taking complex financial topics and turning them into clear, actionable strategies that make sense to you and your family.
TRANSPARENCY
I believe that a professional relationship starts with honesty about costs. My Flat-Fee model is designed to be straightforward and fair, ensuring you always know exactly what you are paying for.
FIDUCIARY
My advice is entirely unbiased and centered solely on your well-being. Because I am paid only for my expertise—and never via commissions or product sales—every recommendation I make is because I truly believe it is the best step for your financial future.
What Makes Me Different
EXPERIENCED
With nearly a decade in the industry, I have navigated a wide array of complex financial and tax landscapes. This depth of experience allows me to provide seasoned, battle-tested advice that considers every angle of your financial life.
INTEGRATED
I believe your financial life should be a cohesive unit, not a collection of disconnected parts. By bringing financial planning, tax preparation, and investment management under one roof, I ensure your entire strategy is working in harmony.
FLAT-FEE
I provide comprehensive financial planning, tax management, and investment management for a single, pre-determined price. I never accept “kickbacks” or commissions for selling products, ensuring my fees are as transparent as my advice.
INDEPENDENT
As an independently owned Registered Investment Advisor (RIA), I am not affiliated with any bank, brokerage, or insurance company. This independence gives me the total freedom to recommend the best solutions for you without the pressure of corporate sales quotas.
CREDENTIALED
As both a Certified Financial Planner™ (CFP) and an IRS Enrolled Agent (EA), I possess a specialized knowledge base that few in the industry can match. These dual credentials allow me to speak fluently in the languages of both wealth management and taxes.
CLIENT FOCUSED
I’m not interested in being a giant firm; I’m interested in being a great one. I intentionally limit the number of families I serve so I can provide the proactive, comprehensive attention you deserve. When you have a question, you don’t get a call center-you get me.
