As a fiduciary, I am legally and ethically required to act in your best interest at all times. That means every recommendation I make—investments, strategies, or planning decisions—is based solely on what serves you, not what would pay me more.

This especially matters when your financial life doesn’t follow the standard checklist of college funds, dependents, or legacy planning by default.

My role is to help you use your income and wealth intentionally with no hidden incentives and recommendations that are in your best interests, designed to help you achieve your financial goals.

How advisory fees work

Most clients compensate me through a fee based on the assets I manage for you under a program called My Advice Architect®. Your total client fee, which includes both the advisor and program fee, is fully disclosed upfront before we begin working together. Certain programs, such as the Unified Program, may also include an additional manager fee depending on the investment manager selected. Client fees are typically deducted from your account quarterly in advance and represent the combined charges, including the advisor fee, program fee, and manager fee if applicable. Please refer to the firm's ADV Part 2A and the Client Agreement for information regarding the platform, manager/strategist, or any related fees that may apply.

What is included

• Ongoing monitoring of the investments helping ensure investments are aligned with both risk tolerance and financial goal.
• Regular meetings and updates to ensure that portfolio reflects changes in lifestyle or market concerns.

When your portfolio grows, my compensation grows. When markets decline, my compensation declines as well. Our incentives stay aligned.

My Advice Architect® Unified Program account minimums start at $5,000.
My Advice Architect® Advisor I and II Program account minimums start at $7,000.

Everyone is on the same page

You'll always know:

• What you're paying
• How you’re paying it
• The value you're receiving

My fiduciary responsibility means:

• Your interests come first
• Advice is objective and conflict-free
• Compensation is aligned with long-term success

How does this sound?

If you're looking for clarity, trust, and a long-term partnership built around reality, I'd love to connect.

A first meeting is a chance to talk through what you’re working toward, where things feel unclear, and whether working together makes sense. No pressure, no pitch—just a thoughtful conversation to see if we’re the right fit.

Schedule a complimentary meeting below.