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Fee-only fiduciary. No commissions or product sales.
CFA charterholder with 20 years’ experience. Previously managed $25 billion in institutional assets.
Own your journey with tools and clarity to make great decisions on your own terms.
Clear pricing. No hidden fees. Know what you’re paying and why.



As a Ramsey SmartVestor Pro, I share Dave Ramsey’s values of debt-free living, disciplined investing, and building wealth with integrity. If you’re following the Baby Steps or just want an advisor who gets the Ramsey philosophy, we’ll speak the same language.
The first step is a free, no-pressure call. We’ll talk about where you are, what you’re trying to accomplish, and how I can help. Plan for 20-30 minutes.
