What’s On Your Mind?

I do my best work for individuals and couples age 50+ with $1M or more saved.

That said, I occasionally work with younger clients or those not yet retired — especially if we’re a good fit and I can genuinely help. If you’re unsure, feel free to reach out. I’m always happy to point you in the right direction.

While I’m based in San Diego, I work virtually with clients across the U.S. Most of our conversations happen via Zoom — so we can meet wherever you are.

Yes — in some cases. While most of my work is ongoing and relationship-based, I do take on one-time planning engagements if it’s a good fit and I can deliver real value. If you’re interested, reach out and tell me a bit about what you’re looking for. I’ll let you know if it makes sense to move forward.

I only offer tax preparation as part of an ongoing advisory relationship. My goal is to connect the dots between your all of your finances.

Absolutely. Think of me as your financial point person — the one who helps keep everything aligned. I regularly coordinate with CPAs, estate planning attorneys, insurance professionals, and other pros to make sure your plan is working as a whole. If you already have a team, great. If not, I can introduce you to trusted professionals I collaborate with.