I founded Wellspring Financial Group LLC with a clear mission: to provide transparent, comprehensive financial planning without forcing clients to give up a percentage of their wealth every year in ongoing AUM fees.

Having spent years navigating the financial industry, I’ve seen firsthand how complex and overwhelming money management can feel. My goal is to break down those complexities into clear, actionable steps so you can make confident, informed decisions for your household or business.

A Comprehensive Approach: Planning & Protection

As a Certified Financial Planner™ (CFP®) professional and Retirement Income Certified Professional® (RICP®), my core expertise lies in building stress-tested strategies for career growth, tax-efficient retirement distribution, and long-term wealth preservation.

Because true financial security requires both a growth strategy and a defense strategy, I combine flat-fee and subscription financial planning with tailored risk management solutions. Whether structuring a decumulation roadmap for retirement or implementing life, disability, or annuity protection, I ensure every piece of your blueprint works in complete harmony.

My Core Principles:

• No AUM Fees: You retain complete ownership and control over your investment accounts—I never charge a percentage fee on your assets.

• Faithful Stewardship: I view wealth management as a vital discipline for long-term peace, stability, and purpose, treating every client's roadmap with individual care and integrity.

• Practical Clarity: No financial jargon or high-pressure tactics—just honest, step-by-step guidance tailored to your real-world goals.