I founded Luminvest Wealth Management because I believe investors deserve better. Too often, couples and families go to a wealth management firm for comprehensive advice, and end up getting something that only gets them halfway to their goal. The firm will help with investments, or financial planning, or taxes – but it’s rare to find one firm that truly does it all.
Luminvest Wealth Management is truly comprehensive – We help with financial planning, cash flow management, debt strategy, investment management, tax strategy and preparation, and more.
Relationships matter - Luminvest Wealth Management is a boutique firm because I believe you, my clients, matter. I work with a limited book of business because I genuinely believe that deep relationships, real conversations, and authentic communication lead to better planning.
We're independent - I became an independent advisor to provide the kind of service I would want for myself or my closest friends and family. I don’t believe in committing to just one family of investments, and we don’t give cookie cutter advice. Luminvest Wealth Management is an independent advisory firm that’s unaffiliated with any one particular “group” because I want to create unique solutions for each of my clients based on their individual needs.
To empower individuals to live their best lives by providing competent and independent comprehensive financial planning with passion and unwavering integrity.
From a young age, I developed a profound interest in managing finances. I started investing in stocks when I was 12 years old using the modest income I earned from delivering newspapers. After I delivered those papers I often read the business, sports, and humor sections, which fueled my growing curiosity about investing. My father and grandfather played instrumental roles in expanding my knowledge of stocks, bonds, ETFs, options, and more.
My late mother also played a pivotal role, instilling in me invaluable money skills and principles like saving for college and embracing charitable giving. Even before I could drive, she inspired me to launch my first business—lawn aeration! This fueled my entrepreneurial spirit and taught me the value of the dollar.
I've always been fascinated by the power of compounding growth and how money can do good in the world. It's not just about making life more enjoyable by saving for fantastic trips (I love to travel!), but about using money as a force for positive change. That's why, while studying Financial Economics in college, I made up my mind to become a financial planner and help others manage their money wisely.
During and after my formal education, I seized valuable opportunities to expand my knowledge and expertise. I actively sought out practical experiences, both as a volunteer and as a paid income tax preparer. Additionally, I delved into life insurance, initially as a captive agent and later as an independent one. These experiences provided valuable insights into different aspects of financial planning.
Eager to broaden my knowledge further, I pursued a law degree at BYU, passed the bar exam, and obtained esteemed credentials such as the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and other securities licenses. I later completed a post-law degree from Georgetown, a Tax LL.M. (Master of Laws in Taxation) with a Certificate in Estate Planning.
For more than a decade now, I've been working with high-net-worth and ultra-high-net-worth individuals, helping them navigate investments and plan for their financial future. Most recently, I managed a book exceeding $1 billion in assets under management for approximately 150 ultra-high-net-worth households that were part of Vanguard’s Personal Advisor Services. Guided by a wealth of experience and knowledge, I am eager to utilize my skills to help you achieve your goals!
On the personal side, here are a few snippets about me:
Get personalized, tax-focused financial planning in person or from the convenience of your home.
Talk with us.png){kind=small}
.png)
