Your Financial Advisor in Phoenix, Arizona

Here's what we see a lot in Phoenix: TSMC professionals with complex equity packages, Honeywell aerospace and defense professionals juggling stock options and relocation benefits, Freeport-McMoRan professionals managing concentrated positions, and Banner Health and Mayo Clinic professionals earning $400K-$800K+ who are too busy to optimize their own finances.

The common thread? You've done well - really well - but your financial life has gotten complicated. Maybe you relocated from California and aren't sure if you're taking full advantage of the tax savings. Maybe your RSUs keep vesting and you're not sure whether to hold or sell. Maybe you just have a gut feeling that you're leaving money on the table.

That's where I come in. I sit on the same side of the table as you. I'm a fiduciary - meaning I'm legally obligated to put your interests first. I'll help you build a plan that actually fits your life, whether that's managing equity compensation, planning a tax-smart relocation, or mapping out retirement income when you're earning $150K-$800K+.