As a CERTIFIED FINANCIAL PLANNER® professional in practice since 2004, I am committed to helping you determine what your money is for and to give you a structured process for accomplishing your most important personal and financial objectives. Together we strive to reduce anxieties around money and long-term investing while instilling a sense of comfort and confidence. Our Austin-owned firm is built on trust and collaboration, and I work closely with my partners, Cass Grange and Megan Poore. Together we provide financial planning and investment management with the highest degree of service, integrity and fiduciary care. We serve you by listening closely first, and then providing advice and guidance. We help you anticipate significant transitions, confront challenges with confidence and resolve, and aim to maximize your probability of success.Specialties: I have extensive experience in optimizing employee benefits, including retirement plans, company stock awards and insurance. I help you understand how these resources fit into your overall financial plan. I view all decisions with an eye toward managing and balancing risks and tax effects, and most importantly, with respect for your comfort level as an investor.