Learn About The Planner
I’m the founder of Modern Wealth Builders, a financial planning firm dedicated to helping equity compensated professionals invest smarter, optimize taxes, and plan for financial independence.
My mission is to help people identify what truly matters to them and show them how to use their money to create the life they want.
While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually.
Meaning, you don’t have to be located in Massachusetts to work with me.
Outside of helping clients perfect their financial plan, I can be found traveling, playing spike ball on South Beach, or crafting a finance friendly meme 🙂
Review our case studies if you’re interested in getting an in-depth description of the types of clients we do our best work for.
Founder of Modern Wealth Builders
Helping equity compensated employees optimize taxes and plan for financial independence.