I’m a Certified Financial Planner™ based in downtown San Francisco, a city I've happily called home since the late 90s. I work with clients across the country who want a more organized and intentional approach to their financial lives.

My goal is simple: to bring clarity and confidence to your financial decisions. I take the time to understand your situation, where you've been, and what you’re working toward. From there, we build a path forward together.

My clients value relationships, care deeply about their families and communities, and want a steady partner who keeps them organized, focused, and on track. Think of me as a guide and sounding board, someone who makes sense of the details, analyzes the what-ifs, and brings clarity to big decisions. I use plain language and a bit of humor so complex topics feel manageable and actionable.

Together, we step back, look at the bigger picture, and build a plan for the future you want.

We only go through life once. Let’s enjoy it.