Private California & Utah Financial Planner

If You’re Wondering Why Me...

Life is complicated, and your finances shouldn’t make it harder.

For nearly 30 years, I’ve helped professionals make smart, grounded decisions about their money. With a background as a former attorney, Certified Financial Planner®, and business owner, I bring a clear, practical approach to even the most complex financial situations.

I’m not here to judge or overwhelm you with charts. I’m here to help you make sense of your financial life—whether you're wondering if you can retire, fund your kids' education, or simply do it all right.

My goal is to ask the right questions, create a strategy that fits your life (not someone else’s), and help you move forward with clarity and confidence.

Ready to see if we’re a good fit? Fill out the quick questionnaire linked in my profile.