Your Success at Apple Deserves Elite Level Tax & Financial Planning
You've built incredible value at Apple. It's time to optimize that success for your next chapter.
How I help Apple employees
As an Apple employee, you're at the forefront of innovation, contributing to a company that’s reshaping the world. You've earned significant equity and compensation, which brings unique opportunities and complexities in managing your wealth.
I use advanced strategies that have historically helped families earning $1 Million+/year significantly reduce their tax liability, saving $80,000 in taxes. Actual savings depend on your specific financial situation and current tax laws. Think of your compensation package like a high-performance engine. Your RSUs and salary are the fuel, but without precision tuning, a significant amount of that energy is lost to heat—in this case, unnecessary tax friction.
Right now, your financial structure may have 'leaks' that are quietly diverting wealth away from your family and into the hands of the IRS. We don't just look at your tax return; we look at the 'mechanics' of your equity to ensure every dollar is working toward your future, not just fueling a massive tax bill.
Three costly myths
Don’t let these misconceptions cost you millions.
Truth: Standard advice often targets middle-income brackets. As a director with large RSUs and significant capital gains, you benefit from specialized strategies tailored to high-compensation structures.
Truth: Tax rules and regulations are subject to change. Proactive planning helps you navigate current laws effectively before regulatory changes.
Truth: Most traditional advisors are built to manage wealth; they aren't equipped to manage complex equity systems. If your advisor treats your Apple RSUs as just another line item on a balance sheet, they are likely missing the "leaks" in your strategy.
Why act now? Seize your financial momentum.
The financial landscape for Apple employees is ever-changing, with opportunities that can shift. I understand the nuances of:
Tax Optimization
Identifying strategies to potentially reduce your tax burden now and in the future.
Stock Compensation
Strategizing for vesting schedules, tax implications, and diversification.
Wealth Growth
Crafting personalized investment plans to grow your assets beyond Apple.
Long-term Planning
Building a custom roadmap for financial independence, retirement, and legacy.
Meet the Advisor
ABOUT
I am a Senior Vice President and Wealth Advisor at Farther, dedicated to simplifying the financial decisions that come with success for executives at leading tech companies like Apple. With my deep understanding of executive benefits and stock programs, I help clients get the most from what they've earned and make confident choices about their future.
My approach pairs attentive listening with clear guidance to creat solutions tailored to your goals. I lead a virtual family office team, bringing technical depth to sophisticated tax, investment, and retirement strategies, allowing me to uncover opportunities that many generalist advisors may overlook. My passion is empowering you to achieve lasting financial security and peace of mind.
CREDENTIALS
19 Years working in Tech, CFP®, ChFC®, CLU®, RICP®
EDUCATION
MBA in Finance (Babson College), MS in Financial Services (The American College), MS in Materials Science & Engineering (University of Washington)
What to expect from your complimentary consultation:
This is an opportunity for you to get to know me and understand how a personalized financial plan can benefit you.
I will offer initial insights and potential strategies tailored to your specific circumstances.
A confidential conversation about your current financial situation, goals, and any concerns you may have regarding your Apple compensation.
