I founded Behavioral Wealth & Finance™ with a simple belief: building wealth doesn’t have to be complex. My background is unique—I’m both a Board Certified Behavior Analyst (BCBA) and an experienced entrepreneur who has built and grown multiple businesses. Over the years, I’ve seen firsthand that financial success isn’t just about spreadsheets or market moves—it’s about behavior.

That’s why I created BWF: to combine the principles of behavior science with proven financial planning. My goal is to help high earners, business owners, and clinicians make financial decisions that stick—so their money supports their life, their family, and their future.

Why Clients Choose BWF: