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Holistic Financial Planning


"Specializing in Financial Planning for Families."


I specialize in helping you organize and maximize your finances, allowing you to put your kids on firm financial ground before they go it on their own.


I can help you prepare and protect your kids financially through education savings, sufficient protection for worst-case scenarios, and financial literacy through early hands-on financial education hands-on experience. I believe that nothing will empower your child more than financial fluency.

Why is our firm named ‘Lion’s Whelp’? This name, steeped in archaic English, draws inspiration from Genesis 49:9: ‘Judah is a lion’s whelp: from the prey, my son, thou art gone up: he stooped down, he couched as a lion, and as an old lion; who shall rouse him up?’ This symbolizes potential—the journey from youth to the mightiness of an adult lion.

At our firm, we hold a vision of empowering families financially. Our approach involves crafting comprehensive financial plans that incorporate robust investment strategies, asset protection through insurance, and educating our children to be wise stewards of money. It’s a path that demands discipline, knowledge, and work, but it promises to yield tangible rewards. Like a lion, we strive for mightiness, guided by Proverbs 10:4.


I commit to doing this while helping you manage your own financial health through effective saving, comprehensive planning for today and retirement, and maximizing today.

Financial planning is about managing money for the future and improving your quality of life today. I strive to understand unique circumstances, goals, and values. Doing so will allow me to create a comprehensive financial plan.

Our Services

What We Do

Our financial planner services empower your financial journey by providing personalized strategies tailored to your goals.


Retirement Planning

How can you use the money that you make now to prepare for retirement? When can you retire? 

Investment Planning

Choosing appropriate investments to match your risk tolerance and desired retirement age.


Contact Us

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