Work with me
Let's turn your equity and experience into a plan that lasts.
I work with people who have built something — a company, a career, a family legacy — and need help making the next chapter as intentional as the first.
Who this is for
Founders & Entrepreneurs
Pre-IPO, post-IPO and exit planning. You built the company; now structure the wealth so it lasts.
Corporate Executives & Employees
Equity packages, 10b5-1 plans, retirement and concentrated-position management — explained in plain English.
Families in Transition
Marriage, sale of a business, retirement, caregiving, divorce, widowhood — the moments where planning and life collide.
Women Taking the Lead
Compensation negotiation, investing confidence, and financial autonomy at every stage of life and career.
How we work together
Start with what you are facing
Every engagement begins with your actual situation: a liquidity event, a vesting cliff, a concentrated position, a family transition, or a long-deferred plan that finally needs structure.
Build the full picture
We map your equity, cash flow, tax exposure, family goals, risk tolerance and timeline. No recommendation is made until we understand how the parts interact.
Translate the options
Devin's job is to turn technical alternatives into clear trade-offs: exercise now or later, hold or diversify, gift or sell, trust or direct transfer — and what each means for your net worth.
Implement and stay aligned
Planning does not end at a document. We execute, monitor and adjust as your stock price, tax law, career and family life change.
What clients can expect
- A clear, written plan that ties your equity to your goals.
- Plain-English explanations of tax, timing and risk trade-offs.
- Coordination with your CPA, estate attorney and other advisors.
- Regular check-ins and updates as your situation changes.
- Access through the Ameriprise platform and investment solutions.
Ready to get started?
The first step is a conversation. Tell me where you are, what you are facing, and what you want to protect or build.