Your Financial Advisor in Tempe, Arizona

Tempe is where Arizona's tech and innovation scene comes together. Arizona State University keeps bringing in top engineering and computer science talent. Amkor Technology, one of the world's leading semiconductor assembly and test companies, is headquartered right here - which means Tempe is full of sharp engineers, operations leaders, and professionals building serious wealth.

I chose Tempe as my home base for a reason. I work with professionals throughout the East Valley, Phoenix, Chandler, and Scottsdale who are dealing with the same kinds of questions: What do I do with all these RSUs? Am I paying more in taxes than I need to? Is my retirement plan actually going to work? Should I be doing a mega backdoor Roth?

I combine real human advice with a modern technology platform. That means I'm thinking about your situation personally, backed by tools that help me model scenarios, optimize taxes, and keep your plan on track. No dusty binders. No once-a-year check-in calls. Just someone who's genuinely in your corner.