Engage Advising

My interest in personal financial planning dates back to my ten years spent living in Japan when I needed to learn about managing my finances and investments while living and working abroad. I love working with folks who want to engage with their finances and improve their own prosperity. Whether you are just getting started and need to learn how to secure your financial future, need help reaching

a financial goal, or you are ready to retire and need a drawdown strategy that is tax smart, I want to hear from you. I especially enjoy working with asset allocation, 401(k)/403(b) and IRA planning, equity awards (stock options, employee stock purchase plans, etc.) as well as analyzing and creating financial plans.