building @ core planning.

financial planning.

glass art.

community.

design.

I'm lucky enough to work alongside some really cool and smart people who are rethinking how financial planning should look and feel.

Together, we're building a distributed and open architecture RIA designed as a supportive community of independent financial advisors.

We optimize for freedom, community, and simplicity. (learn more here)

This profession deserves a refresh, and we're growing with the right people who want to share in this journey and help build something special.