Connecting people's resources with what they value most.

We begin by listening to fully understand each client. With that insight, we apply our expertise to deliver tailored advice. Then, we help clients take action and provide ongoing management, so they can spend their time doing what they enjoy most.  

My wife, Kati, and I run our financial planning practice together, supported by a local team of specialists we've hired. Through our partnership with Northwestern Mutual, we leverage a platform rooted in mutual ownership, dating back to 1857.

Our services are particularly valuable to high-income households and those nearing retirement with significant resources, as their planning becomes more complex, nuanced, and layered. However, everyone deserves a financial plan. Even when we're not the right fit, we help people find the guidance they need.

I specialize in addressing the unique planning needs of physicians, dentists, pilots, and small business owners. Our clients choose us for our comprehensive approach, exclusive access to Northwestern Mutual's financial strength, and our commitment to telling the unvarnished truth.

As a CFP® professional and fiduciary, the actions I advise mirror precisely what I'd do, if in their shoes. 

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