I help people make confident, meaningful decisions about money and life. I offer portfolio management and financial life planning to families and individuals, and my work starts with the belief that money is about more than numbers: it's tied up with how we feel, what we value, and the life we're trying to build. As an Accredited Investment Fiduciary®, I'm trained in fiduciary standards of care and a prudent investment process, so the advice you get is grounded in what's right for you. Alongside my practice, I write regularly about money and emotions through Money is Weird, and I'm the author of a workbook designed to help people build awareness, get curious, and feel better about money.

B.A., University of Michigan

M.Sc., London School of Economics

Accredited Investment Fiduciary® (AIF®)

Prior to joining Formative, I spent nine years as a Financial Advisor with Protected Investors of America.

I'm involved with non-profits around the Bay Area and am available to speak at your business or community event.

I'm based in the East Bay. Outside of client work, most of my energy goes into Money is Weird, where I write about the strange, emotional, very human relationship we all have with money.