My mother told me years ago that one of her biggest regrets was not purchasing a house she might leave me one day. She wished she hadn't invested her savings in a whole life insurance policy for decades. And now, it was too late. She was sold something that she didn't truly understand, not given all the facts.

I wish to help people better save for retirement, the first down payment on a house, or a child's college education. I'd like families to have no more financial regrets.

​After a 20-year career in Information Technology, I was ready for a change and joined an industry I'm truly passionate about: Financial Planning focused on high-tech workers and their financial goals.