We work with a select group of high-income millennials, business owners and professionals who want to simplify their financial lives and eventually reach a work-optional lifestyle. Many of our clients are in their peak earning years — often earning six figures or building towards seven — while managing families, businesses and busy calendars — with little time to coordinate their entire financial picture.That’s where we come in.Think of me as your personal financial consultant — I help you design a financial strategy that connects your income today to the freedom you want tomorrow — all while strategizing to help reduce your lifetime tax burden. I obsess over the details, so you don’t have to, and I’ll keep you informed and in control at every step.One of the first things we ask new clients is, “What’s most important to you?” The answer is different every time, and that’s what makes our work meaningful. Whether your goals are financial independence, travel or your legacy, we’ll help you build a plan with purpose.While we serve clients across the U.S., our practice is firmly rooted in my hometown — the place my family and I are proud to call home. My greatest joy is being a husband and dad to our 5-year-old daughter and 1-year-old son. When I’m not in the office, you’ll usually find me chasing them around the backyard or trying to sneak in a workout or basketball game.Melissa Glasco and Esther Florence headline our incredible team, in addition to thousands of professionals and technology resources behind the scenes. Together, we’re here to help make your goals happen.