Frequently Asked Questions

Yes — always, and without exception. As a CFP® and fiduciary, I'm legally and ethically required to put your interests ahead of my own, full stop. No fine print, no asterisk.

I'm upfront about how I'm compensated because you deserve to know exactly who's paying me and why. That transparency isn't a compliance checkbox for me — it's the foundation of trust. If a recommendation doesn't make sense for your life, I don't make it, no matter what it means for me. That's not a sales pitch. It's the only way I know how to run this business, because it's the way my father ran it before me.

I like to think of myself as the CFO of your family. A real CFO doesn't check in once a year and call it a relationship — they're in the details year-round, connecting the dots between your taxes, your estate plan, your retirement timeline, and whatever life is throwing at you that quarter.

That's how I operate. We'll build a comprehensive plan together up front, but the real value shows up in the ongoing work — proactive check-ins, not just annual reviews; catching a tax planning opportunity before year-end instead of scrambling in April; noticing when a life change means your plan needs to change too. You should never have to wonder what I'm doing for you between meetings. 

Almost certainly, yes — and probably with more range than you'd expect. My practice covers retirement planning, estate planning, tax strategy, protection planning, and financial planning through divorce, because affluent families rarely have just one thing going on. I've helped clients navigate a neuropsychological evaluation for a child, build out a memory care plan for an aging parent, structure a business owner's exit, and everything in between. 

This firm has family roots — my father built it, and I've carried it forward. That matters, because it means I'm not chasing quarterly numbers. I'm building relationships I expect to have for decades, often across generations of the same family.

This is one of the most important things I do, and it's exactly where a lot of advisors fall short. Your CPA knows your taxes. Your attorney knows your estate documents. I make sure those two things — plus your investments, your insurance, and your retirement plan — are actually talking to each other.

I see it constantly: an estate plan that hasn't been touched in a decade, or a tax strategy that isn't coordinated with what's happening in the portfolio. Part of my job is being the one who's looking at the whole picture and making sure nothing falls through the cracks between your other professionals.

This is exactly when a real financial plan earns its keep — and honestly, it's the work I find most meaningful. Life transitions are rarely just financial. People come to me in these moments feeling overwhelmed, sometimes emotionally exhausted, and they need someone who will slow down, listen first, and then help them think clearly about the financial side.

Whether it's guiding a family through a divorce, helping adult children navigate care decisions for an aging parent, or helping someone step into wealth they didn't expect — I've been there with clients through it. My job isn't just to manage a portfolio. It's to be the steady, caring hand that helps you make good decisions when things feel anything but steady.