Built on Integrity, Driven by Purpose

Thistle Wealth was founded with a genuine desire to provide a level of service that prioritizes integrity, dependability, and research-based decision-making. Financial knowledge is more than just numbers—it’s a tool for peace of mind and freedom. When you truly understand how money works, life becomes simpler, giving you the mental space to focus on what matters most—family, passions, and living a fulfilling life.

Our mission is simple: to help you feel secure in your financial future so you can embrace what you love, free from financial worry.

From Engineering to Financial Planning

My first career in engineering was fulfilling, but something was missing: the opportunity to directly impact people’s lives. I found immense satisfaction in helping friends and family navigate financial decisions—budgeting, investing, and long-term planning—and saw firsthand how financial confidence transformed their lives.

That passion led me to transition into financial planning. After selling my engineering design firm, I joined an independent RIA, deepened my expertise while working toward my CFP certification, and gained valuable experience in the industry. With my entrepreneurial spirit still strong, I knew the time was right to start my own firm—one built on the same values that had guided my career: integrity, a client-first approach, and the transformative power of financial knowledge.

A Personal Approach to Financial Planning

Having owned and sold a business, I deeply understand the emotional and practical challenges of major life transitions. Whether you’re nearing retirement, adjusting to life after a major change, or seeking financial clarity, we’re here to guide you every step of the way.

At Thistle Wealth, we believe that financial planning should be as unique as you are. Our small size allows us to provide the customized, one-on-one service that larger firms cannot. We take the time to understand your values, goals, and aspirations, tailoring each plan to fit your life’s journey.

A Reliable Partner in Your Financial Future

• Transparent & Trustworthy: We believe in honest, research-driven guidance to help you make informed decisions.
• Proactive & Dependable: We continuously monitor your financial plan and make adjustments as needed.
• Easy Access to Your Advisor: We prioritize clear, open communication—whether through calls, emails, or scheduled check-ins.

Investment Philosophy

Our approach to investing is grounded in research and long-term strategy. We stay ahead of market trends and economic shifts to help clients make informed, disciplined investment decisions. For a deeper look at our investment philosophy, click here.

What Sets Thistle Wealth Apart?

✔ Personalized financial planning tailored to your unique goals
✔ Education-based approach to build confidence in your decisions
✔ A trusted, accessible advisor who understands your concerns

At Thistle Wealth, we see ourselves as more than just financial advisors—we are your partners in building a secure, fulfilling future.