For more than a decade, I learned all about the wealth management industry from the inside. I hustled and grinded in an environment that too often conflicted with my values.

My battles with anxiety, burnout, and cancer fundamentally changed the way I view money. I learned that it is a tool for building a more meaningful life. Not the measure of one.

So I put that belief to the test in my own life. I restructured my finances to create current income from the assets I'd built, while still protecting my long-term retirement picture.

That financial clarity gave me the confidence to build something of my own. So I built a wealth management business that is fully aligned with my values.

It also gave me ownership of my time. I coach my son's little league team, spend more time with the people I love, and make room for the things that bring me joy.

Now I help others do the same: turn paychecks into assets, and assets into an available source of income. So they can feel more empowered and fulfilled at work and at home.