Who I serve
Corporate executives: equity, deferred comp, and taxes.
Compensation complexity is the opportunity.
Schedule a meetingWhat usually matters most
Concentration management — diversify away from company stock without tripping trading windows or 10b5-1 issues.
Equity comp planning: RSUs, ISOs, NQSOs, ESPP — each with a different tax footprint.
Non-qualified deferred comp elections and distribution scheduling.
AMT planning and multi-year tax projections.
Charitable strategy using appreciated stock rather than cash.
How I help
Services that fit this stage
Deferred Compensation Plans
Design and funding of nonqualified deferred compensation arrangements.
Learn more →Tax Planning Coordination
Coordination with tax professionals on tax-aware investment and withdrawal strategies.
Learn more →Investment Management / Portfolio Management
Ongoing portfolio oversight aligned with your risk tolerance and time horizon.
Learn more →Estate Planning Coordination
Collaboration with attorneys on trust design, beneficiary reviews, and legacy strategies.
Learn more →Comprehensive Financial Planning
Full-spectrum financial planning for wealth accumulation, preservation, and transfer.
Learn more →Common questions
- I have a lot in company stock. Is that OK?
- Depends on how much of your net worth it represents and how comfortable you are with single-stock volatility. We quantify the concentration and build a tax-aware diversification plan if it makes sense.
- What does working with you actually look like?
- Most clients meet with me twice a year plus a quick check-in mid-year if something changes — a new job, a new baby, a windfall. Between meetings we’re reachable by email or phone.
- How are you compensated?
- I’ll walk through every fee and commission during our first meeting so you have a clear picture before you decide to engage.