I understand scientists because I am one.
After years in biotech, analyzing data, managing research budgets, and evaluating spin-off companies for funding, I learned that brilliant minds often overlook one critical experiment: their own financial future.
When investors pulled out of the company I helped build, I realized how vulnerable even high-achieving professionals can be without a personal backup plan. I turned that experience into my mission: helping scientists, founders, and innovators design financial systems as robust as their research.
Now, as a licensed financial strategist and founder of this community, I help professionals in biotechnology, pharmaceuticals, and engineering to:
Secure income protection through intelligent disability and life insurance planning
Build retirement and investment strategies (IRAs, Roths, 401(k), 403(b))
Reduce debt and manage cash flow like a business model
Protect intellectual and human capital — the most valuable assets in innovation
I work with evidence, transparency, and models that make sense, because your financial plan should be as data-driven as your science.