I've spent my career on both sides of the financial services industry; first as a finance professional analyzing P&Ls and building investment models for corporate decisions, and now as an advisor who serves finance executives.

After years of optimizing capital allocation, evaluating ROI on million-dollar projects, and building complex financial models at work, I noticed a pattern: even the smartest corporate finance professionals often had fragmented personal wealth strategies. Not because they lacked knowledge, but because they lacked the bandwidth to apply that same analytical rigor to their own finances.

I started Better Wealth because I realized that finance executives needed an advisor who could speak their language, understand their complex compensation structures, and deliver the same high-quality analysis they'd expect from their own teams.

Having lived in your world, I know what it's like to spend all day optimizing corporate investments and capital structure only to come home and wing it with your own 401(k) allocation. My job is to change that.