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About my services

I never planned to become a financial advisor. I came up in film and theater, first as an actor, then as a writer, director, and producer. By most outside measures it was working. I won film festival awards, received coveted fellowships, and even landed directing credits on Hulu,  Lifetime, and REELZ. And yet — even after receiving real money for my creative endeavors — I still couldn’t figure out how to make the math of a creative life actually work. That problem sent me deep into personal finance more than a decade ago. I read non-stop. I mean thousands of hours dedicated to academic papers, books, podcasts, and forums. It became an obsession. Then, once I managed to turn my own financial life around, I started coaching other artists. And I loved it. I eventually earned the Accredited Portfolio Management Advisor™ designation, wrote Money for Makers: The Financial Playbook for Creators & Entrepreneurs, and expanded coaching into full-service financial planning. In Hollywood, I learned to separate performance from reality. I bring that same instinct to financial advice. Most of what gets sold in the financial services industry is just unnecessary complexity dressed up as sophistication. All to justify a fee. And because I came into this without a big-box firm in my background telling me what to sell, I never had to unlearn any of it. The deeper I’ve gone, the more I’ve come to believe the technical side of planning is only half the work. The other half is what people actually do with money and why. That pulled me toward financial therapy and the psychology of money behavior, and it’s becoming a core part of how I work with clients. I built WideFrame to help film, TV, and theater professionals turn career breakthroughs into lasting financial stability. I help my clients avoid the costly mistakes that can set them back for years. That includes personalized work across the full picture: goal planning, cash flow, tax planning, protection and insurance, estate coordination, and investments. In a world where many advisors default to “S&P 500 and chill,” I build global, evidence-based portfolios with genuine diversification, tailored to each client’s risk tolerance, risk capacity, required return, and broader financial life. I work on a fee-only, flat fee basis which means I don’t earn commissions, I don’t sell products, and I have no incentive to recommend something because it pays me more. The advice my clients get is the advice I give to my own family. If you want someone managing the whole picture with you, I’d love to talk.

Fee Model
Flat Fee / Retainer

Ongoing Advisory, Investment Management & Strategic Partnership ($7,500/year)

Project-Based Fee

Cash-Flow Coaching for Irregular Income ($3,000), One-Time Comprehensive Financial Plan ($3,500)

Advice-Only / Consultation Fee

Two-Hour Financial Clarity Session ($850)

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Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 06/26
✓ No Commission Products