My mission is simple: to provide a modern and systematic approach to financial planning - built for NextGen, lifestyle driven individuals — one that fits today’s fast-moving, flexible careers and life choices.

Today’s earners often look like they have it all together — solid income, good savings, and a lifestyle that checks the boxes. But under the surface, there’s often doubt–– especially around things like...

How to:

●Optimize your income & RSUs / ESPPs to turn into wealth

●Build a passive income strategy that works for your unique situation

●Develop a Cash Flow system to help you make more complex financial decisions

●Stay informed and educated on things you don’t know

 

Maybe you want to know if you:

➢Can afford to work remotely with your family this winter...

➢Can afford that real estate investment...

➢Can stay ahead of taxes this year...

➢Can minimize future tax obligations - and use that money to invest...

 

Common oversights lead to missed opportunities.

 

That’s where I come in - I collaborate with tech professionals, remote workers, and entrepreneurs to align their financial lives with their personal values, lifestyle goals, and family priorities.

My practice focuses on:

•Tech professionals & equity comp (RSUs, ISOs, ESPPs)

•Entrepreneurs & small business owners

•Remote workers & digital-first careers

•Values-based & lifestyle-driven individuals

 

Based in Burlington, Vermont — I work with clients both locally and nationally — who value

co-creation, flexibility, freedom, and purpose in both their careers and their financial lives.

If you’d like to connect or learn more, feel free to reach out

Education

University of Vermont (2013), University of Vermont Grossman School of Business, Sustainable Innovation MBA (2021)

Hobbies

Snowboarding, Surfing, Biking, Music

Affiliations & Memberships

FINRA, Vermont Technology Alliance

Community Involvement

YMCA