I’ve sailed more than 65,000 miles around the globe, steering through every kind of weather imaginable. The lessons learned offshore shape how I help clients navigate markets, uncertainty, and life transitions. The name Rudder Financial reflects my belief that good guidance does not control your journey. It helps you stay on course.

Managing wealth can feel like navigating shifting winds and unpredictable currents. My role is to provide steady direction so each decision moves you closer to the life you want to lead. I work best with independent thinkers designing life beyond conventional timelines.

If you are curious about the journey that shaped this perspective, you can follow along at my travel blog, Bumfuzzle.com.

My goal is simple. I help you organize your wealth so life does not pass you by before you pursue your biggest adventures. Financial planning should support meaningful experiences, not delay them. Together, we build a plan that values your time as much as your money.

Every relationship at Rudder Financial begins with a clear financial plan built around your life, not a product or a portfolio. Guidance should feel straightforward, which is why one simple wealth management fee covers both planning and investment management.

Once your direction is established, we manage your portfolio to help keep you on course. You can call or write any time a question comes up. My goal is to provide a steady partnership that keeps your focus where it belongs, on living your life.