Founder And Financial Planner
CurrentI'm a financial planner helping T-Mobile employees and their families live their best lives.My specialties include:- Equity compensation, especially Restricted Stock Units and Employee Stock Purchase Plans- Financial independence, having actively participated in the community since 2015- Real estate, based on my experience owning single-family, multi-family, and commercial properties- Education planning, leveraging my experience helping families and their students thriveA big part of my job is creating content. For instance, I invested a few months to develop a complimentary course on financial independence.I'd love to hear from you! I'm particularly interested in your finance questions. Your suggestions help me prioritize the content I create!Scaled Finance is more than an hourly financial planning firm!- Fiduciary: I only advise what's in clients best interest. Not mine.- Fee-Only: I only get paid by clients. No products, commissions, or hidden charges.- Advice-Only: Clients maintain complete control of their money. No hassle of moving assets or accounts.- Independent: I'm not tied to any family of funds, investments, or insurance products.Scaled Finance's values include:- Clarity creates confidence- No judgment, just tradeoffs- Clients' best interest in mind. Always.- Expand options- Extreme transparency- Turn the turtle
