Inflection Point Wealth Management

I work exclusively with senior executives of publicly traded companies who are navigating the high-stakes complexity of equity compensation and executive benefit structures.

Before founding Inflection Point Wealth Management, I was part of a team that managed equity plans for public companies — giving me direct exposure to how stock options, RSUs, performance shares, and deferred compensation plans are structured, administered, and ultimately realized. That institutional perspective now informs every strategy I build for my clients.

With more than 15 years of experience in this space, I help executives transform equity awards from confusing line items into strategic assets. Every grant, vest, and exercise decision has tax, liquidity, and concentration implications — and when coordinated properly, they can materially alter long-term wealth outcomes.

Navigating executive compensation is both art and science: analytical precision paired with judgment, timing, and a deep understanding of career risk. My objective is simple — turn complexity into clarity and clarity into measurable impact.