Let's Connect
If something's been on your mind, like a pension decision, an RSU vesting, a transition, or retirement, that's worth a conversation.
What to Expect
A 30-minute conversation with me:
- •Walk me through your compensation, equity, and where things stand financially
- •Talk through the one or two things keeping you up at night
- •See if my experience and Farther's platform are a good match for your situation
- •Walk away with at least one idea you can act on right away
This Might Be a Great Fit If You:
- ✓Have significant RSUs, stock options, or ESPP at a major employer
- ✓Are navigating deferred comp like SERPLUS, RTX DCP, or something similar
- ✓Are a physician or executive earning well but short on time to manage it all
- ✓Recently moved to Arizona from California and want to make the most of the tax savings
- ✓Have $500K+ in investable assets and feel like your current plan isn't keeping up
Ready When You Are
Schedule a ConversationWhy People Work With Me
- •Fiduciary, always: I'm legally required to put your interests first, and I wouldn't have it any other way
- •I know how you get paid: Intel SERPLUS, NVIDIA ESPP, RTX pension, Apple DCP, Banner Health 401(k). This is what I do every day.
- •Institutional platform behind every plan: automated tax-loss harvesting, direct indexing, and real-time portfolio optimization
- •Based in Tempe, proudly serving families across Arizona, California, Nevada, and nationwide