You shouldn't have to manage the people managing your money.

When a spouse dies, the financial world does not pause to give you time to grieve. Mail arrives with documents that need to be signed. Accounts need to be retitled. Benefits need to be claimed. Your husband's advisor calls to check in. The attorney follows up about the estate. Everyone who reaches out means well, but none of them are talking to each other, and the work of connecting all of it somehow falls on you at the very moment you have the least to give.

That is exactly the problem I built this practice to solve. I sit at the center of your financial world and keep everything moving. I know your full picture. I coordinate your CPA, your attorney, and anyone else involved so that they are all working from the same plan. I make the phone calls you do not have the energy for and handle the follow-up so nothing falls through the cracks. You stay informed and in control without having to personally manage every moving piece.

I intentionally limit this practice to fifty widow households and it will never grow beyond that. That limit exists because I genuinely believe that past fifty clients, you stop truly knowing the people you serve, and knowing you is the entire foundation of how this works. When you call, you reach me directly, not a staff member or an assistant, and that will never change.

Two grandfathers. Two very different lessons about money.

I grew up watching two grandfathers live out completely different financial lives, and the contrast between them shaped how I think about money to this day.

My Grandpa John was an editor at Farm Journal who never made a large income, but he understood something that a lot of higher earners never quite grasp: that small, consistent decisions made over a long period of time are more powerful than any single financial move. He invested early, lived carefully, and spent his retirement reading the Wall Street Journal every morning even after suffering a stroke. When he died, his daughters were financially secure, not because of what he earned, but because of how deliberately he managed what he had.

My Grandpa Mel had built a successful dental practice and was doing well by most measures until the 1980s savings and loan crisis wiped him out completely. At sixty years old he had to start his professional life over from scratch, reopening a practice and rebuilding what bankruptcy had taken. I watched that happen as a child, and it taught me something visceral about how financial security, or the sudden absence of it, reaches into every corner of a person's life.

Both of those men left a mark on me. I know what it looks like when someone has a solid foundation under them and what it looks like when that foundation gives way. That knowledge is part of what makes me take this responsibility so seriously, because the women I work with deserve someone who truly understands the stakes.

The best investments are often the ones you can't put in a portfolio.

My wife Tammi leads People Operations at an AI healthcare startup while working toward her master's degree in clinical mental health counseling. We love good food, travel, and staying active together, and our Border Terrier Boss has been an opinionated member of our household for twelve years running.

I describe myself as an old soul, and I mean it without apology. I genuinely enjoy a 5 PM dinner reservation. I plan cruises with real enthusiasm and a lot of advance research. The annual trip I take with my parents has become one of the things I look forward to most every year, because I genuinely believe the best things in life rarely show up on a balance sheet.

I stay engaged with a wide range of topics, from travel logistics to what is happening in health and longevity research, and I believe that curiosity about the world makes me a better advisor. The women I work with are whole people with full lives, and understanding what life feels like, not just what the numbers say, is part of what allows me to serve them well.