About

I started Simplify Financial Planning because I feel straightforward financial advice isn’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 15 years. I hold a Bachelor’s Degree from Wake Forest University.

I devote a portion of my time and expertise to serve on the Board of Children’s Council of San Francisco, a non profit that’s committed to providing affordable childcare to families in our community.

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