There’s no one-size-fits-all in investing.

A smart choice that delivers returns for one person, family, or organization can be a devastating mistake for another. We'll work one-on-one to discover your unique goals for life and legacy then develop a custom, evidence-based, and diversified portfolio designed to build, preserve, and manage your wealth while supporting the things you value.*

Uncomfortable about money and investing?

I'm a passionate advocate for financial education. My goal is to build your confidence and discipline around money so that you can begin to make the financial decisions that take you where you want to go.

*Ask me about HighRocks Wealth, LLC, sustainability portfolios, designed to put your money to work not just for you, but for the environmental legacy we'll leave for future generations.