Financial Planning

with Clarity

Retirement Planning

401(k) Rollover Guidance

Wealth Management

Virtual Financial Advising

28 years institutional experience

12 years at a $2 Billion+ hedge fund

16 years on Wall Street

There is a version of retirement that feels clear, confident, and completely yours. I built Belle View Wealth to help you get there.

My career in finance began in 1998, shortly after graduating from the University of North Carolina at Chapel Hill, when I joined Cantor Fitzgerald in the World Trade Center. I moved to Cantor’s Dallas office the following year, but many of the people I began my career alongside remained some of my closest friends and mentors. On September 11, 2001, Cantor lost 658 colleagues, including many who had trained me, mentored me, and helped shape the beginning of my career.

I stayed with Cantor in the years that followed and was fortunate to be part of rebuilding the firm. That experience gave me a perspective that has stayed with me ever since—about resilience, relationships, responsibility, and what truly matters.

I ultimately spent 16 years at Cantor Fitzgerald and another 12 years at a $2 billion+ hedge fund, nearly 28 years studying markets, businesses, risk, and long-term compounding. It was an extraordinary education. But over time, I began asking myself a more personal question: What would I regret not trying?

The answer was clear: working directly with people and helping families make thoughtful, confident decisions about their financial lives.

Belle View Wealth is the firm I built to do exactly that. It is a fee-only wealth management firm, operating under the fiduciary standard and built around personal relationships, thoughtful advice, and exceptional service. My goal is not simply to manage investments, but to understand each client’s full financial life and be a trusted resource through retirement and the important decisions that come with it.



You should never feel like an account number or wonder whether your advisor is trying to sell you something. You deserve advice that is objective, personal, and centered entirely on helping you make the most of what you have worked so hard to build.

Institutional-Grade Planning, Without the Institutional Distance

Explore Our Services

Whether you are approaching retirement, already there, or navigating a job transition with a 401(k) to sort out, I offer a focused set of services built around what retirees and pre-retirees actually need.

Helping You Answer Life's Important Financial Questions

Financial planning is about more than managing investments. It is about having clarity and confidence when making some of life’s most important decisions. We help clients answer questions such as:

• How much do I need to retire comfortably—and am I on track?
• Is my investment strategy aligned with my goals, timeline, and risk tolerance?
• What should I do with retirement accounts from previous employers?
• Do I have the right amount and type of life insurance?
• How much should I plan for my children’s education, and what is the best way to fund it?
• When should I begin taking Social Security to make the most of my benefits?

At Belle View Wealth, our goal is to simplify these decisions and help you move forward with a clear, thoughtful financial plan.