What I Do
A financial plan built around your tax situation
Not a generic allocation with a pie chart. A real strategy that starts with how you earn and builds from there.
Tax-Efficient Investing
Asset location, tax-loss harvesting, Roth conversions, and backdoor strategies timed to your income pattern.
Variable Income Planning
A framework for commission and bonus income so you're not starting over financially in a bad quarter.
Equity Compensation
RSUs, ISOs, NSOs, and ESPP — when to hold, when to exercise, and how to avoid a nasty surprise in April.
Wealth Building Strategy
A coordinated plan across savings, investments, and insurance so every dollar has a purpose and a destination.