I’ve sailed over 65,000 miles around the globe, steering my boats through every type of weather imaginable. The name Rudder Financial reflects my commitment to providing the direction you need to reach your destination. Managing your wealth can often feel like navigating a restless ocean with shifting winds and unpredictable currents. Rudder Financial will serve as the steadying force for your finances, ensuring that every decision you make is intentional and moves you closer to the exciting life you want to lead.

[Read all about my sailing and land adventures over the past 20+ years at my travel blog Bumfuzzle.com]

My primary goal is to help you organize your wealth so that life does not pass you by before you can pursue your greatest dreams. I believe that financial planning should be a bridge to your most meaningful experiences rather than a barrier to them. We will work together to protect your legacy and prepare for the future while making sure you have the resources to live your biggest adventures today. I want to help you build a plan that values your time every bit as much as your money.

At Rudder Financial, we put your personal financial plan at the center of everything we do. We believe that professional guidance should be simple and clear. We do not charge separate or hidden fees for planning and advice. Our process begins by building a customized strategy that focuses on your most meaningful goals and the experiences you want to have.

After we establish your path, we manage your portfolio to keep you on course. We use one straightforward wealth management fee to cover your financial planning and your investment management. This flat-fee approach ensures you have the support you need for every major decision without worrying about extra costs. Call or write any time you have a question or concern. Our goal is to provide a transparent partnership that keeps your focus on living your life.