Plan with Purpose. Live with Confidence.

At Southbound Wealth, I design personalized financial plans that align with your goals, both financial and personal.

Transparent Pricing

A single flat fee. No commissions. No hidden costs. Your fee never rises with the market.

Always in Your Best Interest

As a fiduciary, every recommendation is objective, independent, and focused on you.

Simplified Experience

I streamline the planning process so you can focus on what matters most — living your life. Meetings can be held locally at my office or through Zoom nationwide.

Independent by Design

Free from sales quotas or corporate influence, I choose the best technology and strategies to serve you better.