Build Wealth With Clarity, Strength, and Strategy.
Real Advice. Real Life. Real Results.
I help high-performers, business owners, and people in transition gain financial control—through retirement planning, 401(k) optimization, and strategic coaching that’s built for real life.
5 out of 5 stars from 9 reviews
Let’s get to work!
Why Am I the right fit?
I’m the right fit because I don’t deal in generic advice. With over 24 years of professional experience—including 11+ in financial planning—I bring real strategy and real results to every client I work with.
I work best with people facing real transitions—building businesses, shifting careers, navigating family complexity, or starting over after life hits hard. I’ve lived through it, guided others through it, and I know how to bring clarity, confidence, and momentum when it matters most.
I’ve led teams at the Fortune 10 level, built and scaled businesses, and helped clients take control of their financial lives—personally and professionally. When the stakes are high, I help you focus, take action, and move forward with a plan that actually works.
What you're dealing With
- Worried your retirement savings won't last?
- Not sure your 401(k) is working as hard as it should?
- Drowning in complex financial decisions with no clear direction?
- Feeling uncertain about your financial future or legacy?
- Cash flow all over the place in your business or personal life?
how we'll fix it
- Build and implement a personalized retirement game plan
- Optimize your 401(k) performance with clarity and control
- Create a decision-making framework and automation systems
- Design strategies to protect and grow your wealth
- Streamline business and personal financial systems that work
Strategic Financial Consulting for Real Life
I help business owners, high performers, and everyday people take control of their financial future—with clarity, confidence, and a plan that actually works.
Whether you’re trying to reduce stress, scale a business, or stop feeling like you’re guessing with your money, I’ll meet you where you are and help you build something real. From investment management to 401(k) optimization and business consulting—I offer independent, fee-only advice with zero fluff and no commissions. Just strategy, results, and a partner in your corner.
Your goals. Full attention. No BS.
Let’s Talk About What’s Next
Here's what i do best!
I help people and businesses get financially dialed in—whether that’s through strategic consulting, wealth building, or content that drives real results. Here’s how we can work together.
Business CFO/CGO Services
Strategic consulting to scale smarter. From cash flow systems to long-term growth planning, I help you understand and command your business finances—so your numbers work for you, not against you.
Individual/Household Consulting Services
One-on-one advice, built around real life. From planning for retirement to rebuilding after tough transitions, I give you a strategy that fits your goals, your values, and your season of life.
Business, Growth, & Development Blog
Tactical insights that fuel real progress. My thoughts on leadership, business building, mindset, and turning pressure into performance—on your terms.
Difference in the Details
With Human Capital
Fee-Only & Transparent – No commissions. Ever.
Strategic & Actively Managed – Built, reviewed, and adjusted often
Client-Obsessed – You get attention, clarity, and a partner
what you get elsewhere
Hidden fees, product sales, and kickbacks
“Set & Forget” portfolios that never evolve
Margin-focused firms juggling too many clients
Why Fee-Only Matters
As a fiduciary, I don’t earn commissions or push products—ever. My only job is to help you make smart financial decisions that align with your goals. That means clear, conflict-free advice with your best interests at the center, always.
Custom Strategies. Real Results.
Your financial strategy should work as hard as you do. I design plans that align with your lifestyle, your business, and your goals—so you can grow with confidence and stay focused on what matters most.
Whether you’re managing personal finances, scaling a company, or planning for the future, I bring clarity, structure, and momentum to your money.
Cash flow Mastery
Efficiency & Focus
Retirement, On Your Terms
Retirement shouldn’t be a question mark. I help you design a plan that fits your lifestyle, goals, and values—so you can move forward with confidence, not guesswork. We prioritize clarity, flexibility, and long-term peace of mind, every step of the way.
Clear direction
Life balance
What’s it Like Working With Me?
My Process, Your Progress
We start with a deep dive into your life, business, and goals—what’s working, what’s not, and where you want to go.
I build a personalized plan that simplifies decision-making, reduces stress, and sets the path forward.
We implement, adjust, and improve. You stay supported, focused, and moving—without getting overwhelmed.
🗓 Save Time. Get Real Advice.
Book a free strategy session or client meeting—no sales, no pressure. Just honest, expert guidance to help you move forward with clarity.
What Clients Say About Working With Me
I don’t just build financial plans—I build trust. Here’s what clients have to say about the clarity, confidence, and results they’ve experienced through Human Capital.
