Two decades of doing this for myself. Now for others.
I spent 17 years climbing the corporate ladder in biotech. The whole time, personal finance was my hobby — I've always been drawn to it, and I've always been the person friends and family call when they have money questions. Not because it's my job. Because I genuinely love this.
When I was laid off in 2025, something unexpected happened: I didn't panic. The habits I'd quietly built over two decades had actually worked — high savings rate, low-cost index funds, real estate, never timing the market, keeping expenses in check. Compounding, patiently. I found myself taking my son to the playground on a Thursday afternoon — and realizing that's exactly where I wanted to be.
Here's how I think about money: I don't believe in cutting everything. I spend more than most people on travel and skiing — those are my passions and I don't apologize for it. But I spend almost nothing on the things that don't actually matter to me. Every month, I do a full audit of my family's finances — every category, every line item. I know exactly where we're on track and where we're drifting. That level of clarity is what makes the whole system work.
Now I help others build the same. We start with a clear picture of your finances — where your money is actually going and where the gaps are. Then we build a plan around your specific goals. Maybe that's saving more each month. Maybe it's finally understanding how to invest with confidence. Maybe it's figuring out whether early retirement is actually within reach — and what it would take to get there. Whatever your goal, we'll put it into action together.
I'm not a financial advisor. What I am is someone who has lived this — and will work alongside you to understand your full financial picture, share my philosophy, and help you actually reach your financial goals.
I am not a licensed financial advisor or CPA. I do not manage investments or client money. I do not recommend specific investment funds or securities. I do not provide tax preparation, legal advice, or insurance recommendations.