Building a life of financial freedom — alongside you, one thoughtful decision at a time.
A trusted partner for families navigating life's transitions and big decisions through comprehensive, sophisticated planning — delivered with deep care and expertise.
Comprehensive Planning Areas
A holistic approach to wealth management that addresses every aspect of your financial life with sophistication and care.
Cash Flow
Understanding where your money goes and aligning your spending with your values.
Retirement Planning
Early retirement, traditional retirement, or flexible work arrangements—let's plan for the life you envision.
Tax Planning
Demystifying the tax code, identifying opportunities, and fitting it all together like a puzzle.
Estate Planning
Protecting your legacy and ensuring your assets are distributed according to your wishes.
Risk Management
Life insurance, disability planning, and protecting what matters most - with a robust risk management plan in place, you can feel more confident and secure in your financial decisions.
Investment Management
Disciplined, straightforward approach—stocks, bonds, asset allocation. No stock picking or ego-driven strategies.
Education & Student Loans
529 planning, college funding strategies, and managing student debt.
Employee Benefits
Maximizing your compensation package and understanding your benefits.
Life Transitions
Career changes, family transitions, health challenges—support when you need it most.
Working Together
A relationship built on trust, deep understanding, and unwavering support
Speak freely, dream big, and focus on
what truly matters
Building Trust
We begin by thoroughly understanding your family's complete financial picture, values, and aspirations. Together, we'll create a comprehensive plan that gives you absolute confidence in your financial future.
Ongoing Partnership
This is a relationship for life. Through regular meetings, proactive planning, and unlimited access to guidance, I'm here to walk alongside you—ensuring nothing gets in the way of what you're capable of achieving.
Sophisticated planning meets
genuine personal care
After 15 years at wealth management firms, I built the technical expertise to serve the most complex financial situations. But the birth of my daughter inspired me to create something more meaningful—a practice where I could truly partner with families for life.
By working with only a small number of families, I have the time and energy to dive deeply into what matters most to each client. This isn't just financial advising—it's a relationship built on profound trust, where you can speak freely about your dreams and I'll be there with you every step of the way.
My Specialties
Where sophisticated planning meets life's most important transitions
Retirement Planning
Whether you're contemplating retirement, a career change, or redefining success, I partner with you to design the life you truly want—with absolute confidence that your wealth will support your vision.
Tax Planning
Clear, proactive strategies that quietly reduce lifetime taxes. I translate complexity into simple decisions, coordinate with your CPA, and align every move with your goals—so taxes support the life you want, not the other way around.
Life Transitions & Family Dynamics
From health challenges to multi-generational wealth planning, I provide the caring support and comprehensive guidance you need during life's pivotal moments—ensuring your family's financial security never wavers.
Frequently Asked Questions
How do you charge for your services?
Alongside charges an annual fee of 1% of assets under management, up to $15,000 per year. Larger portfolios don't necessarily equate to more work. All clients have access to financial planning, on-demand coaching, unlimited meetings, investment management, and administrative support, regardless of portfolio size.
What makes Alongside different?
Fewer clients, deeper work. I partner with a limited number of families to deliver institutional‑grade planning with white‑glove execution, coordinating seamlessly with your CPA and attorney and staying proactively involved year‑round. You get clear decisions, calm follow‑through, and a trusted advisor who knows your life as well as your numbers.
What is your investment philosophy?
I follow a disciplined approach that focuses on diversification within stocks and bonds, strategic asset allocation, and rebalancing. No stock picking or ego-driven strategies. I help clients achieve market-like returns while avoiding major pitfalls and excessive risk. The real value isn’t in chasing returns—it’s in proactive, comprehensive guidance that lets you focus on living your life.
Who do you work with?
I work with families who want more than an advisor—they want a trusted partner. You value sophisticated planning, deeply honest conversations, and someone who truly cares about your family's wellbeing.
What does "walking alongside" mean?
It means I'm your partner through every life transition, every big decision, and every dream you want to pursue. I remove friction and worry with steady, proactive guidance—so your money is a tool for your life, never the driver.
Ready to Start a Conversation?
Let's explore if Alongside is a good fit for your family. I work with a limited number of households to ensure everyone receives the attention and care they deserve.
Located in
Bend, OR
Contact
Call
(541) 215-8115