About Me
I am a physician, financial planner, educator, and I love to tell great stories. The world is too complicated and doesn’t have to be that way. My goal is to bring simplicity to the two subjects I know best – financial planning and medicine.
In trying to find a financial planner, I went back to school for fun and found another passion. My medical background intertwined with personal finance and opened my eyes on topics such as the finances of aging, planning for illness, end of life, and health care costs.
It is an honor to share my stories on the interplay of my two professions with you. I am grateful for audiences all over the country who want to hear my message about medicine, money, and keeping it simple.