Welcome

My Story

The fascination with how money grows—and how it can ultimately work for people—sparked an early interest in financial planning. Like many, that curiosity began with the concept of compound interest and the idea that small, smart decisions over time can lead to remarkable outcomes.

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That curiosity led to studying finance at Michigan State University, initially with the intent of pursuing a career on Wall Street. But the recruiting pipeline from MSU pointed elsewhere. What began as interviews for insurance roles turned into a crash course in sales—selling life and disability insurance to people who didn’t necessarily need it. It was an early lesson in persistence, communication, and what real financial conversations sounded like. That experience opened the door to the broader world of financial services, eventually earning the Certified Financial Planner™ Designation, and building a planning practice with hundreds of clients.

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But something wasn’t right.

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The traditional firm model made it difficult to deliver the strategies that were truly in the best interest of each client. Too much of the process was built around sales targets, product limitations, and a one-size-fits-all approach. That disconnect led to the decision to start fresh.

In 2018, LifePoint Planning was founded with a mission to deliver transparent, flat-fee financial planning that helps people make better decisions in retirement. The firm focuses on the complex problems that most advisory firms avoid—how to manage income taxes in retirement, when to claim Social Security, Roth conversion strategies, investment timeline matching, managing both the art & science of money decisions, and more. Every recommendation starts with what’s right for the client—not what’s easiest or most familiar.

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Today, LifePoint Planning serves families across the country and is grounded in the belief that personal finance is more personal than it is finance. The goal is simple: help people use their money to buy their time back—to do what they want, when they want, and with whom they want.

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That’s the kind of freedom worth planning for.