Money seems complicated.
It doesn’t have to be.
It’s easy to get caught up in the hectic flow of life. But you want more. I’ll help you get crystal clear on what’s important to you, so you can focus your time, energy, and money on what matters most.
Tech professionals change jobs - a lot! Maybe you’ve hit the point where you can’t keep track of all your investment accounts anymore, and it’s become overwhelming. I help turn your disjointed hodge-podge financial picture into a cohesive, unified plan.
You’ve got tasks on your plate that you know are important, but somehow you never seem to get around to knocking them out. You keep telling yourself “I’ll do them next week”, but you’ve been saying that for months now. Sometimes what you need most is an accountability partner and a helpful nudge to stay on track and prioritize what’s important.
You recognize that the financial decisions you’re faced with are important. Maybe the dollar amounts have gotten large enough where you don’t feel comfortable making those decisions alone anymore. Rest easy knowing you have a trusted partner covering your blindspots, doing the due diligence, and making sure you’re taking advantage of every opportunity available.
The more successful you become, the more complexity finds its way into your life. The problem is complexity bogs you down, and it prevents you from getting things done. We’ll simplify your finances and automate things where we can, so you can reduce the mental load of having to juggle it all.
You recognize that true wealth is having control over your own time. The time and stress it takes to manage your finances pulls you away from living your life. Outsource the mental load and take back your most valuable asset - your time.
Overwhelmed? Don’t know where to start? Let’s fix that.
I’ve always been fascinated by money, but I never planned on working in finance. Fresh out of college I moved to Columbus, Ohio to live with my wife while she finished up grad school. I needed a job, and I stumbled my way into a role at Morgan Stanley by responding to a sketchy Craigslist ad. I was about 70% certain it was a scam. Luckily it wasn’t, and I got the job! It was a great learning experience, and I got my feet wet while learning the industry fundamentals there.
After a few years though my dad recruited me to return to my hometown in Charlotte, NC to help run the family business in the natural gas industry. I loved working with family, but ultimately decided my heart wasn’t in it. Discussing thread counts on screws and the viscosity of silicone didn’t get my intellectual juices flowing.
Meanwhile I was spending countless hours of my free time researching personal finance and finally had the realization “why don’t I make a career out of this?” So I made the difficult decision (sorry, dad) to transition back into finance with a job at Vanguard. I was right. This was finally scratching that intellectual itch. But I wanted to make a more personal impact on people’s lives, and I couldn’t accomplish that as a tiny cog in a giant machine.
So I took jobs at a few smaller firms where I was able to develop personal relationships with clients, get their finances on track, and help them accomplish their goals. Now this was my jam! During my time there I worked with clients in tech and realized how much complexity there was in managing their finances. Managing their company equity was complicated! Managing their stock options was extra complicated! But I loved the complexity, I loved the people, and I loved the look on their face when it all finally came together.
Soon though, I began to get the entrepreneurial itch (thanks, dad) to start my own firm. I knew exactly who I wanted to work with – tech professionals. I saw first hand the impact I could have in their lives. That was my inspiration for founding Tech Financial Planning. Now I get to put it all together: intellectual fulfillment, meaningful relationships, and personal impact, all while working with awesome folk in tech solving their complex problems. Now that’s what I call a dream job!
As for a bit about my personal life, in 2022 I celebrated my 10th wedding anniversary with my amazing wife, Allie. We met in high school and survived a 4-year long distance relationship during college while she attended school in Ohio and I attended the University of North Carolina at Charlotte. We have two amazing kids, Elliot and Reya, and an adorable, yet clingy Australian Shepherd named Cassie.
I value experiences over things, so my wife and I love traveling domestically and internationally to explore new places and cultures. I’m also a firm believer that you don’t need to spend money to have fun, so I’m always exploring my current hometown, Nashville, for fun, free activities. I love board games, I’m an avid podcast listener, and I’m always on the lookout for a great show to binge.
I am a Certified Financial Planner™ professional, a member of the XY Planning Network, and a member of The National Association of Personal Financial Advisors.