Just Advising

Are you passionate about preserving our Earth, upholding corporate responsibility, and contributing to a just society? If so, you’re in the right place.

Do you find yourself thinking:

“Where does all my money go, and how can I support causes I care about?”

“I want to invest, but I refuse to support fossil fuels or the weapons industry.”

“What do we need to do now that we’ve had a baby?”

“How do I navigate my company benefits or start a Roth IRA?”

“Am I doing the right things?”


I see financial planning as a medium to facilitate long-lasting change—not just a way to accumulate “more.” My practice, Just Advising, is an advice-only space designed for environmentally and socially conscious people who want clear guidance without the baggage of commissions, high fees, or someone else managing your money.

When we work together, you’ll walk away with guidance while feeling understood and empowered. My first question is not, “how much do you have?”; Instead, it’s “what do you want?” To paraphrase John F. Kennedy, ask not what you can do for money—ask what your money can do for you.

Outside of the office, you can usually find me rock climbing (attempting to) or making a great (depending on the day) cup of coffee.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

6316 Cascata Ln Raleigh, NC 27603 Phone: (954) 512-0360

Primary Office

6316 Cascata Ln Raleigh, NC 27603 Phone: (954) 512-0360