I'm a wealth advisor with a focus on helping people navigate major life and career transitions. Changing jobs, purchasing/selling a home, starting a business, or the birth of a child are some of the best times to start thinking about a long-term financial plan. I want all of my clients to be well prepared with a roadmap for retirement and all of their most important goals- so they can focus on enjoying time with family and friends, or whatever it is they love to do. I talk a lot with clients about controlling the emotional aspects of investing. My philosophy is that we should be passionate about our journey but never emotional about the day to day drama of the market. I'm a big believer in putting together plans that are based on objective reasoning- filtering out the noise. My family and I love living at Lake Tahoe. We enjoy hiking the scenic mountain trails and relaxing at the lake in nice weather or having fun in the snow during winter. It truly is a special place and we are proud to be involved in efforts to help keep the area beautiful.