I have helped high-net-worth tech founders, employees, corporate executives, and business entrepreneurs achieve their financial goals through comprehensive planning and high-touch client service for over 11 years.I work with clients to provide a wide range of services, including: → Cash Flow Planning→ Stock Options, RSUs, Founder's Stock→ Pre-IPO and Liquidity Event Planning→ Trust and Estate Planning→ Investment Management→ Insurance Planning→ Retirement Planning→ Large Purchase Planning→ Major Life Event Planning→ Risk Management→ Charitable Giving→ Tax Planning→ Private Investments→ College Funding→ Banking & Borrowing CoordinationMy past experience includes organizations including Pylon (now Range), Rockwood Wealth Management, Catalyst Wealth Advisors, Facet Wealth, Aspiriant, SBSB (now Creative Planning), and Compound Planning.I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified College Financial Consultant (CCFC), and have completed Levels I and II of the Chartered Financial Analyst (CFA) program.My degree in Finance & Financial Planning from Virginia Tech's Pamplin College of Business is where my passion for helping people with their finances began. Outside of working with clients, I’m committed to advancing financial education by teaching aspiring advisors and creating social media content that makes finance more intuitive. I also serve as an instructor for UCLA Extension’s Personal Financial Planning Program, providing courses in Ethics, Income Tax Planning, and Financial Planning Internships.I currently live in the Lehigh Valley, PA, with my wife and daughter.