The record
Background as proof of rigor — not the product.
Twelve years inside large financial firms. Regulated environments. Real deadlines. The factual record — roles, dates, numbers — is in the résumé below.
I’m building a wealth planning practice for people whose lives don’t fit the default: child-free, multi-geographic, and solo operators whose business and personal finances overlap. Flat and clear. When the non-compete clears, brokerage and transition work can return to the table. Until then, the focus is this practice.
Why this seat. Traditional plans assume kids, a single home base, and clean lines between business and personal. A lot of people don’t live that way. The work is the plan that fits the life you actually have.
The range. I’m an international transplant. Much of my career has been translating between people who don’t share a language — analysts and executives, operators and boards. That breadth is the point: keep the whole board in view.
The record is below — dates and numbers, not adjectives.