About

I started Simplify Financial Planning because I felt that financial advice provided to ultra high net worth clients wasn’t accessible to my peers. My goal is to provide clear, holistic financial advice—regardless of your net worth or stage of life. 

I’m a Registered Investment Advisor and a member of the Financial Planners Association and Garrett Planning Network​. I uphold a Fiduciary Standard and Code of Ethics, which means that your interests are placed ahead of my own. Most importantly, I do not have any affiliation with a financial services company. I don’t sell financial products for commission nor do I benefit from your investment portfolio in any way.

Prior to starting my business in 2017, I directed investments and personal finances for private clients at UBS and Credit Suisse. In total I have been advising clients for over 12 years. I hold a Bachelor’s Degree from Wake Forest University.

I devote a portion of my time and expertise to serve as Board Chair at City Hope, a non profit in SF’s Tenderloin that’s committed to community engagement and social justice.

I charge a flat rate for your Financial Plan, one simple price!