SynergOS Advisory

As a STEM professional, you likely prefer to manage your own finances — but you want to be sure you’re on the right track. When you partner with Synergos, you gain access to ongoing financial planning, expert guidance, and education tailored to help you make informed decisions and align your resources with your aspirations. As for me, I’ve always enjoyed working with people, numbers, and technology — and financial planning allows me to bring all three together. For the past 18 years, I’ve had the privilege of helping entrepreneurs, business owners, executives, technologists, and researchers align their finances with the lives they want to lead. Drawing on a diverse background in finance — and a deep interest in systems and strategy — I specialize in simplifying complexity, creating clarity, and delivering personalized, actionable advice. Whether it’s optimizing portfolios, navigating equity compensation, or building long-term planning frameworks, my goal is always the same: to empower you to make confident, informed decisions that support your version of success. Let’s do that together. ***What We Do*** • Comprehensive Financial Planning • Retirement Savings Strategies • Roth 401(K) and IRA Conversion Strategies • Investment Management Advice / Portfolio Framework • ISO, NSO, RS/RSU Tax Planning • Cash Flow Management • College Education Planning • Risk Management Strategies • Estate Planning Strategies ***How We Work Together*** • Intuitive onboarding process designed to guide you through the planning process at your pace • Advice to optimize your finances and provide you with a roadmap to achieving your aspirations • Access to collaborative planning tools giving you real-time financial snapshots • Flat monthly fees for financial planning and tax planning ***Qualifications*** • CFP® CERTIFIED FINANCIAL PLANNER ™ Practitioner • AAMS® Accredited Asset Management Specialist℠ • APMA® Accredited Portfolio Management Advisor℠ • Series 66 – Uniform Combined State LawEducation • Master of Science, Finance, Golden Gate University • Bachelor of Arts, Economics and International Relations, University of California, Davis