Our Team
Plandeavor was built on the idea that good financial advice is as much about people as it is about planning. Meet the team committed to making your experience thoughtful, structured, and genuinely supportive.
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Click on a team member's photo to learn more about them.
Why We Exist
Many of our clients come to us feeling like they have been navigating their finances alone. Not because they did not care, but because they had not found advice that truly spoke to them. Our clients are thoughtful, capable professionals - people who have built success through their own hard work but have reached a level of complexity where 'doing it yourself' is no longer the best use of their time.
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We built this firm for those who want clarity without confusion, guidance without gimmicks, and a process that respects both their intelligence and their time. This isn't just planning. It's a structured endeavor to align your decisions with your values and to make meaningful progress on what matters most.
Our Philosophy
At Plandeavor, we believe everyone deserves access to bespoke, transparent, and comprehensive financial planning.
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As a fee-only fiduciary firm, we are committed to minimizing conflicts of interest so that our recommendations are driven by what best serves each client’s goals. Our process is grounded in evidence, structure, and thoughtful analysis.
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But great planning requires more than just technical accuracy. Financial decisions are rarely just financial. They carry emotional weight, and the right advisor is someone who can offer guidance that resonates both logically and emotionally.
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While we take pride in the depth of our work, we also believe that fit matters. We may not be the best partner for everyone, and that’s okay. Our priority is ensuring that every person finds the advisor who is best suited to support their journey with clarity, empathy, and trust.
Our Commitment to You
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Fiduciary, Always: We are legally and ethically bound to put your interests ahead of our own. No exceptions.
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Advice, Not Products: We don't sell insurance or investment products. We sell our expertise and our time.
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Tailored Engagement: From comprehensive management to hourly consulting, we meet you where you are.
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Alignment Promise: We treat "fit" as a two way street. No pressure. No ego. Just honesty.