From Tech to Financial Planning

Before Prospero Wealth, I spent 25 years in the tech industry. I worked for Fortune 500 companies like Dell and some smaller startups. Most notably, I spent 19 years at F5.

Along the way, I earned a double major in Finance and Economics from the University of Oregon (go Ducks!) and an MBA from MIT’s Sloan School of Management.

I enjoyed my career in tech. It brought some success. I think I was good at it. But as the years went by, I had a nagging feeling it wasn’t what I was truly wired to do. In October 2022, I spent a long weekend with a career coach who helped confirm what I already knew: my tech career was no longer fulfilling. After some soul-searching, I wrote a values statement: I’m happiest when I get to research, analyze, and strategically think through challenges and opportunities to counsel and encourage others.

That was the spark I needed to begin the two-year process of unwinding myself from tech and pursuing a second-act career. It helped that, through shrewd investing, I’d reached financial independence, giving me the freedom to pivot. These days, I work because I love it. The world is a hard place, and encouragement is essential to what I do. I’m happy when I’m encouraging others.

I spent 30 years earning, saving, investing, making mistakes, learning from them, navigating market crashes, and putting three kids through college. So, I know from personal experience how overwhelming finances can be. I’d love to help you!

Prospero Wealth

Rather than build a practice from scratch, I chose to join Prospero Wealth, a Seattle-based firm. Although I operate effectively as a solo practitioner with my own clients, I am registered under Prospero Wealth. This brought me into a small team of like-minded advisors with deep experience serving the unique needs of tech employees. We collaborate closely, share ideas, learn from each other, and laugh a lot.