You’re working hard to grow your career or business, raising a family, and trying to enjoy the present. At the same time, you don't want to compromise your future. I'm in that same stage of life, so I understand the constant pull between “I should save this” and “I should live a little.” With 20 years of experience, I help mid-career professionals and business owners cut through the noise to keep their plan moving forward. My clients are smart, busy, and capable - they just don’t have the time (or interest) to manage every financial detail themselves. I share strategies that work in the real world, not just on paper - from navigating equity comp and business decisions to optimizing taxes and planning for big life goals. I explain the “why” behind recommendations so you can make decisions with confidence. I don't sell any products, so you know there is no conflict of interest behind my advice. My insights are featured in major publications such as Forbes, Bloomberg, Investopedia, NerdWallet, Kiplinger, Yahoo Finance, and more. I've spent time at both large and small firms to fine tune the best approach to financial planning. Money is a tool, and my goal is to help you use it to create more of the moments that matter most to you. I'm the indispensable expert that is always in your corner. Originally from NY and now based out of Sarasota, FL, I work virtually with clients nationwide. Schedule a free consultation or send me an email to get started.