Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
14 years
Location
Remote
Make the Memory Financial Planning
Supported
Total advisors
2Clients per advisor
19 LowAvg AUM per client
$232,034 Very LowHNW client ratio
13% LowFollowing the right plan gives you confidence. Building it with the right partner gives you peace. Whether your goal is to retire early, start a new chapter abroad, maximize your investments, or set your family up for the long term, I’m in it with you.
Even when you’ve done the research and know where you want to go, committing to a course can feel daunting. As a CFP®, I’m here to minimize the risks involved in major life decisions like stepping away from the workforce or becoming a digital nomad. My expertise lies in turning complexity into a pragmatic plan that stands up under scrutiny. Your time is valuable–when we work together, you can trust me to manage the details and keep our conversations focused on how you’re progressing.
For over 15 years, I’ve helped hundreds of clients take ownership of their financial futures and gain the clarity they need to move forward. I enjoy the challenge of navigating complex investment portfolios and cross-border compliance and tax strategies, particularly in Spain, Germany, and the UAE. As a flat fee, fee-only fiduciary, my sole motive is to act in your best interest. My services include:
Investment management Cash flow and budgeting FIRE and retirement planning Education planning for children Tax planning Small business planning Stock and executive compensation plans Cross-border and expat planning
I am a CERTIFIED FINANCIAL PLANNER™ with the large firm experience to comfortably manage portfolios of any size and the small firm dedication to building client relationships. My insights have been featured in MarketWatch, and I hold several professional memberships.
I started Make The Memory (MTM) Financial Planning with a simple mission: help you live your life to the fullest today while building a secure, confident tomorrow. I am always interested in learning what drives you and how I can support your goals. Schedule a free 30-minute consultation to meet from anywhere.
Based on Make the Memory Financial Planning
$5,000+
$250/hr
$1,250/qtr
Texas
14 years of industry experience
Make the Memory Financial Planning
2024 - Present • 2 years
Burglengenfeld
Magellan Federal
2023 - 2025 • 2 years
Heinsberg
Zeiders Enterprises
2023 - 2023 • 1 year
Heinsberg
Ascend Learning
2022 - 2023 • 1 year
Elizbethton, TN
Origin Financial
2022 - 2023 • 1 year
Boston, MA
Facet Wealth
2019 - 2022 • 3 years
Baltimore, MD
Facet Wealth
2019 - 2022 • 3 years
Baltimore, MD
Pinnacle Boys Lacrosse Club
2019 - 2019 • 1 year
Phoenix, AZ
Arizona La Crosse Club
2017 - 2019 • 2 years
Phoenix, AZ
Vallet Waste
2017 - 2018 • 1 year
Tampa, FL
Appen
2016 - 2016 • 1 year
Bothell, WA
self Employed
2015 - 2018 • 3 years
San Francisco, CA
Vanguard
2010 - 2019 • 9 years
Scottsdale, AZ
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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