As a financial planner, my specialty is helping financial caretakers and their loved ones inherit wealth and manage it responsibly. I have 10 years of experience at the Big Three (Vanguard, Fidelity, Schwab) helping hundreds of families retire successfully and leave a lasting legacy.
I hold my CFP® (CERTIFIED FINANCIAL PLANNER™) and CSLP® (Certified Student Loan Professional) designations with an undergraduate degree in economics and Japanese language from the University of Michigan.
Clients I’ve served would describe me as a good listener who was honest, knowledgeable, anticipated their needs, skilled at explaining concepts in layman's terms, and could confidently help them make good financial decisions. They’ll tell you I helped them transition into a new phase of life or enjoy their retirement with confidence and certainty.
-CERTIFIED FINANCIAL PLANNER ™ (CFP®)
-Member of National Association of Personal Financial Planners (NAPFA), XY Planning Network, Fee-Only Network, and Wealthtender
-Certified Student Loan Professional (CSLP)
-Real estate investor
-Advisor for millionaire clients: Vanguard , Fidelity, Schwab 2014-2023
-BA in Economics, University of Michigan
Though I'm from Ann Arbor, Michigan, today I live in Honolulu, Hawaii with my wife Linh and dog Max. I'm a proud University of Michigan Alum and football fan (Go Blue!). I also own and manage long-term and short-term rental properties in Arizona and Michigan and have over 70 five-star reviews on Airbnb.
$90 trillion is expected to pass from older to younger generations, many of whom have never managed wealth before. My mission is to serve as a trusted resource for financial caretakers and their loved ones.
Who We Serve
Financial planning & investment management services for inheritance leavers and receivers
