This advisor specializes in the following areas of expertise:
- Advising Entrepreneurs
- Cash Flow/Budgets/Credit Issues
- Helping Clients Identify & Achieve Goals
- Hourly Financial Planning Services
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Newlyweds & Novice Investors
- Ongoing Investment Management
My wife Julia and I both have one foot in the artistic/creative space (Theater majors at the UT Austin). We then went on to work in securities and insurance (me) and mortgages (Julia).
We focus on helping ARTISTS and CREATIVES thrive, grow, and prosper. We speak "Fluent Creative", and understand that feelings, emotions, and intangibles really matter in personal finance.
We therefore use language that's easy to relate to, techniques that focus on teaching, and help creatives with what they actually care about -- not pushing our own agenda.
I'm a CFP®... with a Fine Arts Degree. Crazy right?
WIth my background in both finance and the arts, I love to work with CREATIVES and ARTISTS to slay their money dragons.
We founded The Art of Finance LLC in 2015 with a single mission -- to teach creative-minded people that they CAN and SHOULD thrive with their finances.
We believe that you can follow your passion and make prosper financially at the same time. Crazy.
NAPFA Start Date
February 16, 2016
Industry Start Date
June 01, 2011