My work
What I’m building.
Two organizations, one consistent way of working — coordinated, plain-spoken, and close to the people I serve.
US Expat
A concierge-style platform supporting U.S. citizens living abroad. We focus on fiduciary financial planning, practical tax coordination with licensed tax professionals, and lifestyle guidance — so you can settle in smoothly and stay compliant.
Explore US Expat →
Rosefinch Investment Advisors
Where my formal advisory work lives. As an Investment Advisor at Rosefinch Investment Advisors, I work alongside the team on financial planning and investment management for clients across the U.S. and abroad.
Visit Rosefinch →Beyond the firms
Outside of work
On a golf course, mostly. It’s where I disconnect, think clearly, and enjoy time with friends and family — the best conversations happen walking up the fairway.
Get in touch
Let’s talk.
Introduce yourself, propose a collaboration, or ask about media and speaking.
Start a conversation →