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Helping Tech Professionals Make Smarter Financial Decisions
Helping Tech Professionals Make Smarter Financial Decisions
Quick Stats:
Quick Stats:
Financial Advisor at RightWise Wealth
I am a CFP® Certificant
13 years in technology project management
Former Apple professional
Focus on mid-career tech professionals and equity compensation
About Me
I spent 13 years in technology project management before transitioning into financial planning. That background shaped how I work today: I like helping people make sense of complexity, weigh real-world tradeoffs, and move forward with more clarity and confidence.
I’m especially interested in working with thoughtful professionals, particularly in tech, who are navigating equity compensation, busy careers, and the many financial decisions that come with a full life.
How I Think
How I Think
I believe good financial planning should make life feel clearer, not more complicated.
I care about practical decisions, not just elegant spreadsheets. A plan only works if it fits real life, real priorities, and real human behavior.
I’m especially interested in the intersection of money, behavior, and decision-making. The numbers matter, of course, but so do values, tradeoffs, habits, and the stories people tell themselves about what they should be doing.
My approach is grounded, thoughtful, and action-oriented. I like clear frameworks, calm execution, and advice that helps people move forward.
Often, the most valuable thing is helping someone understand what matters, what does not, and what to do next.
Interests
Chasing my kids around, books, running, strength training, home processes & organization.
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