About Us

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Making Retirement Planning Simple, Personal, and Meaningful

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At Imeson Wealth Partners, we understand that planning for retirement isn’t just about numbers—it’s about building a future where you can live your life to the fullest.

 

Whether you’re balancing family obligations, managing a professional career, or dreaming of an adventurous retirement, we’re here to simplify the complexities and create a plan that works for you.

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Why I Became a Financial Advisor

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Growing up, I’d sit with my dad and pore over the Wall Street Journal’s stock tables, fascinated by the world of investments. I wasn’t exactly Warren Buffett back then, but those early experiences sparked my lifelong passion for problem-solving and helping people make sense of their financial futures.

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Over the last 15 years, I’ve worked with clients from their 20s to their 100s and solved for many different financial goals. But my best work happens with high-income Gen X/Y professionals who are approaching retirement and wondering, “Do I have enough?”

 

I specialize in creating the personalized retirement and tax strategies required to turn your questions into answers.

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Find more info on our programs page to understand what our service models look like.

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How We Work Together

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When you work with us, you’re more than just a client, you’re family. My approach is rooted in honesty, empathy, and clear communication. I know financial planning can feel overwhelming, but my job is to remove as much fear and uncertainty as possible, helping you make informed decisions with confidence.

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Together with my incredible assistant, Rox, we make the process simple and stress-free. Rox is the glue of our operations, ensuring everything runs smoothly—from scheduling calls to keeping your accounts organized. We can meet in person or remotely, making it easy to connect wherever you are.

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Our Ideal Clients

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We specialize in working with people just like you, driven, successful, and ready to take control of their financial futures.

 

Maybe you’re:
 

• Balancing caregiving for aging parents while preparing for your kids’ college tuition.
   

• Self-employed and trying to figure out how to save for retirement.
   

• Part of a dual-income household, juggling today’s lifestyle with tomorrow’s goals.
   

• An independent spirit, ready to embrace early retirement and explore the world.
   

Whatever the case may be, our goal is to meet you where you are, simplify the complexities, and create a roadmap that fits your life.

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What Sets Us Apart

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1. Clarity and Communication: We break down complex topics so you always know where you stand.
    

2. Empathy and Understanding: We treat clients like family, building relationships based on trust and care.
    

3. Customized Strategies: From tax efficiency to investment management, every plan is tailored to your unique goals.
    

4. A Personal Touch: I’m laid-back, approachable, and love a good laugh—but when it comes to your financial future, I’m focused and detail-oriented.
    

Life Outside the Office

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When I’m not guiding clients toward financial freedom, you’ll find me hiking new trails, playing softball, or coaching baseball. I find the most enjoyment out of life when I stay adventurous and open.

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Whether it’s going out dancing with my friends or getting outside in nature, I live by the same values I share with my clients: be kind, work to make the world a better place through your talents, plan wisely, and never stop exploring and experiencing life.​