I primarily work with couples in their 30’s and 40’s, as they balance the past (student loans, other debts), present (incomes, family changes, home purchases, etc.) and future (retirement, college planning, job planning).
Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they’re making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions.
I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances.
When not working, I’m exploring New Orleans with my wife & 2 kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams.
I use Tiller to help clients hone in on spending trends, and better align their money with how they want to be living their lives both now and in the future.