I'm a financial planner who helps mid-career millennials build working lives that honor their values.

Burnt out tech workers come to me for help determining how much less they could earn while keeping their lifestyles intact and continuing to pursue their goals.

Those who have chosen careers that serve their values but that don't necessarily bring high incomes—professors, therapists, and public policy professionals, for example—work with me to craft personal versions of financial success and seek my help to bring them to fruition.

Before founding a financial planning firm, I worked as a product manager at Altruist, Betterment and Northwestern Mutual. As a financial planner at LearnVest, I was featured on an ABC News segment on emergency savings. I launched my career by co-founding the nonprofit Intersect Fund, which provided training and micro-loans to aspiring entrepreneurs.

I lead the Pro Bono Committee of the Financial Planning Association of New Jersey, serve on the FPA's national Diversity, Equity & Inclusion Committee, and prepare tax returns for low- to middle-income families as a volunteer with the United Way.

When I'm not crunching numbers, I'm losing tennis matches to players twice my age (or more) and traveling with my wife, Gina, across the country to run half-marathons—and then proceeding to consume enough of the trashiest local foods to completely cancel out the calories I burned running the race.