

Life, Portfolios, and Not Putting All Your Eggs in One Basket
It’s difficult to take time to reflect without immediately jumping to what’s next.
Do you notice how we do that? At least twice a year… sometimes more.
Kind of like rebalancing a portfolio.
Maybe it’s really a rebalance of our life.


A New Year’s Letter on Reflection, Growth, and Showing Up Clearly
As 2025 came to a close, I found myself thinking… maybe this is the year. And honestly, it wasn’t until I started reading other people’s reflections that I finally sat down to write my own as a blog post versus a card to send.
I truly believe we’re here to help others in one way or another. I always have. I’ve been drawn to those kinds of roles my entire career. For the past ten plus years, that calling has taken shape in the financial planning and advising.


Betting on Red vs. Planning for Real Life: Why Retirement Money Deserves a Smarter Strategy
My focus isn’t just on helping you save and invest for retirement - it’s also about how and where you take money from when you’re retired.
I fully support talking with friends, coworkers, family members, and neighbors about money. Those conversations can be helpful.
Other people’s experiences can help you ask better questions - but if something doesn’t fit your situation, don’t force it.





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