I founded Money Compass Advisors with a mission to help clients align their wealth with what matters most. As a fee-based, independent firm, MCA delivers highly personalized financial planning and investment strategies tailored to foster long-term clarity, confidence, and purpose.
I have a background of 20+ years in wealth management and specialize in providing comprehensive wealth management services to executives, small business owners, and families. My expertise includes financial planning, estate planning, college planning, life insurance, and pre-retirement strategies for individuals with company retirement accounts like 401ks, 457s, and 403bs.

I learned about investing inadvertently through comic book collecting understanding value, scarcity, and timing without even realizing it. That early exposure sparked a lifelong interest in building and preserving wealth. Today, I help successful professionals and business owners turn financial complexity into strategic clarity, so they can grow and protect their wealth with purpose.