

BUILDING A FUTURE THAT HITS ALL THE RIGHT NOTES

I've spent my career helping people make sense of their finances - and more importantly, helping them feel confident about their future.
Before founding Sound Financial Advisory, I worked for decades as a financial advisor, building long-term relationships based on trust, clarity, and thoughtful planning. I've seen firsthand how powerful good financial guidance can be when it's practical, personal, and grounded in real life.
As someone who deeply appreciates music and the creative process, I recognized a gap:
Many musicians and creative professionals are navigating complex financial lives without support that truly understands their world.
don't always fit neatly into traditional models - and they shouldn't have to.
That's why I created Sound Financial Advisory!
My work focuses on helping musicians and creatives
All without sacrificing their passion!
I believe financial planning should support your creativity, not stifle it.
I bring a calm, relationship-driven approach to every client conversation. No jargo, no pressure, just clear guidance, thoughtful strategy, and a genuine commitment to helping you build a future that "Hits All the Right Notes!"

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Mon | 08:00 am – 05:00 pm | |
Tue | 08:00 am – 05:00 pm | |
Wed | 08:00 am – 05:00 pm | |
Thu | 08:00 am – 05:00 pm | |
Fri | 08:00 am – 05:00 pm | |
Sat | By Appointment | |
Sun | By Appointment |
We are here if you need us! Sometimes it just can't wait.
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