Your money, in plain language.

I spent the first part of my career at a big brokerage, where the families I most wanted to help were the ones I was quietly told were not worth my time. I started Glenrose to do the opposite — to sit down with ordinary households, the teachers and nurses and small-business owners and two-income families, and build them a real financial plan in language they can actually follow. I am fee-only, which means you pay me directly and I sell nothing. No commissions, no products, no pressure. I work with you the way I would want someone to work with my own family: patiently, honestly, and for the long haul.