Former IRS Economist Helping Busy Professionals with Tax-Efficient Planning
Objective, fee-only financial planning and investment management for professionals and business owners in Maryland, DC, and beyond.
Planning
I work with you to build a comprehensive financial plan around your specific goals. With 15 years of experience as an economist, I bring a data-driven, tax-focused approach to retirement planning, wealth building, and major life transitions.
Investing
Smart investing means controlling what you can control: taxes, diversification, and discipline. I design tax-efficient portfolios to minimize your lifetime tax burden while staying aligned with your goals.
Empowering
Good decisions require clarity, not complexity. I help professionals and business owners navigate stock options, Roth conversions, and retirement decisions with straightforward analysis and support.
