Let’s grab some coffee.

Have questions about your finances?

Whether you're wondering if you’re saving enough, unsure about your 401(k), thinking about buying a house, or just trying to make sense of the headlines, sometimes it helps to talk it through with someone who gets it.

No sales pitch. No pressure. No strings.

Just a real conversation with a financial planner over a cup of coffee. I’m happy to listen, answer your questions, and offer some perspective. That’s it.

If you leave with more clarity (and a good coffee), I’ll consider it a win.

Grab a Time That Works for You.

Think of it like office hours… but with better coffee and less math.

It’s just a chance to ask questions you’ve been sitting on and get real answers from someone who does this every day.

If you’re in your 30s or 40s and want to talk money in plain English, let’s meet up.