What if your equity finally felt like freedom… not a tax trap?
Most high earners in tech don’t feel “bad with money.” They feel blindsided. RSUs vest, the paycheck looks normal, and then April shows up with a five- or six-figure bill that makes your stomach drop.
Stock options look like upside, until one decision turns into a tax mess you didn’t see coming.
And when a huge chunk of your net worth is tied to one company’s stock, it can feel like your entire plan rises and falls with a ticker symbol.
The worst part is that you’re not doing anything “wrong.” You’re dealing with a system that was never taught, rarely explained, and full of timing windows you can’t afford to miss. When you’re busy building products, managing teams, or pushing toward the next level, it’s easy to put this off until the stakes get big.
That’s why I built a firm around one simple idea: tax planning should lead, and your equity decisions should follow a clear plan, not guesswork. I work with high-earning tech professionals to turn RSUs and stock options into a repeatable, tax-smart strategy you can actually use in real life: before the vest hits, before you exercise, and before you sell.
Ready to stop guessing and get a clear plan?
I’m a fee-only, fiduciary CFP® and the author of Take Charge of Your Equity Comp. That means you won’t get product pushing, vague advice, or “let’s revisit this next year.” You’ll get clear thinking, clean modeling, and a plan that connects the moving parts of your vesting schedule, your cash needs, your tax reality, and your long-term goal of financial independence.
My process is built for people who want to understand the “why,” but don’t want to spend their weekends building spreadsheets and hoping they didn’t miss something. We map the decisions, stress-test the options, and then stay proactive when it matters most, so you can stop carrying the mental load.
Because when your compensation is complex, the goal isn’t perfection. It’s confidence. It’s knowing your next move. It’s making equity decisions that build real, diversified wealth without tax surprises stealing your momentum.
Outside of work, I love spending time with my family, especially outdoors. Life is busy with football, volleyball, soccer, friends, and everything in between.
We are extremely blessed.
