Rethink Retirement — With a Plan That Works. As I began my financial services career nearly 18 years ago, I worked for one of the largest wirehouse (brokerage) firms in the US. I joined them right at the start of the Great Recession , giving me a unique perspective on how people make decisions — and how often those decisions are guided by outdated, one-size-fits-all advice. Over nearly two decades, I’ve helped individuals rethink how they save, invest, and prepare for retirement. Again and again, I saw people following the same traditional formulas — only to be left with results that didn’t match their goals. That’s why I focus on something different. I specialize in helping my clients Eliminate Risk, Fees, & Taxes by building strategies tailored to their real lives — not just financial theory. Whether you're planning ahead or trying to fix what isn’t working, I’m here to guide you with honesty, clarity, and a strategy that makes sense.