Financial Advisors for Tech Employees

I help business owners think through how their business, financial plan and portfolio should interrelate and how to exit gracefully.

I help tech professionals manage their equity compensation plans.

I help families and first responders avoid retirement pitfalls—minimizing taxes, securing income, and managing investments wisely.

I help high-earning tech professionals turn equity into lasting wealth and simplify complex financial decisions across taxes, risk, and retirement.

I’m a fee-only fiduciary advisor helping individuals and families reach financial freedom through personalized, conflict‑free wealth management.

Wealth management, financial planning, advanced tax strategies, & tax prep. A one-stop shop for retirees, biz owners, HNW families, & professionals.

We specialize in turning financial anxiety into financial peace.

I help individuals and families plan for reliable income and build a clear retirement plan—so they can focus on life’s meaningful moments.

I help Kansas City business owners and professionals plan for succession, business sales, and retirement with clarity and strategy.

Petting dogs & talking money.

Tax-aware CPA advice without the typical "tax-only" tunnel vision. Helping clients understand the true economics of their financial decisions.

I help clients make smart, flexible decisions—like diversifying concentrated stock positions, or borrowing strategically against investments.

I help pre and post retirees create tax efficient wealth and income.