^{About Me}
Luminary Planning

^About
Let's Skip the Formalities

I started this firm because I saw too many people feeling talked at — not talked with — when it came to their money. That didn't sit right with me. I believe the best financial plans come from real conversations between real people, and that's exactly how we work. I'll ask you the big questions, give you straight answers, and build a strategy that actually fits the life you're living today. If you're looking for a team that treats you like a partner instead of an account number, you're in the right place.

^{What Makes Me Different}
What You Can Expect From Working With Me

I do things a little differently, and I think you'll appreciate why.

My Mission

My mission is simple: help people make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance you can actually use

Our Vision

I want to be the kind of financial team people genuinely look forward to hearing from — the ones they recommend to friends and family without hesitation.

My Core Values

Honesty, accessibility, and respect for your time drive everything we do. I'll always be upfront with you, keep things simple, and make sure our work together fits into your life — not the other way around.