Clarity | Longevity | Thoughtful Guidance
Thoughtful Financial Planning
for Life's Important Decisions
Life rarely follows a straight line. Whether you're planning for retirement, navigating change, or simply wondering if you're on the right path, my goal is to help you move forward with clarity and confidence.
Based in Aurora, Colorado. I meet with clients in person throughout the Denver metro area and virtually with clients in states where I am registered.
Clarity
You'll leave our conversations understanding not just what we're doing - but why it matters to you.
Collaboration
The best financial plans aren't created for you—they're created with you.
Confidence
My goal isn't simply to help you make decisions. It's to help you move forward with confidence.
Because your financial life isn't just about numbers - it's about the life you're building.
What You Can Expect
The Incepta Compass
The principles that guide every conversation, every recommendation, and every decision.
Clarity over complexity.
Financial planning should leave you feeling more informed—not more overwhelmed.
Thoughtfulness over urgency.
Important decisions deserve thoughtful conversations, not pressure or panic.
Connection over persuasion.
The best financial advice begins with understanding what matters most to you.
What It's Like to Work Together
Understand Your Full Financial Picture
We begin by understanding where you are today - your goals, concerns, and the full picture of your financial life.
Create a Thoughtful, Personalized Plan
Together, we build a strategy with your priorities and designed to evolve as your life changes.
Ongoing Guidance and Support
Financial planning isn't a one-time event. We provide ongoing guidance to help you navigate decisions with clarity and confidence.
Meet Genesis
Growing up, my parents taught me that each generation should do better than the last. That belief shaped who I am—and how I serve.
My passion is helping you create the life you envision for yourself and your loved ones. Because when families build with intention, it doesn’t just change one life—it strengthens entire communities.
Financial decisions are about more than numbers - they're about the life you're building and the people you care about.
My work is centered on helping you think through those decisions in a way that feels steady, intentional, and aligned with what matters most to you.
It's not about having all the right answers right away, it's about having the right guidance as you move forward.
A simple, no-pressure conversation to see if we are a good fit.
Areas of Focus
Planning for Where You Are - and for What's Next
Understanding your current financial picture and aligning your plan with your goals and priorities as your life moves forward.
Retirement Planning and Strategies
Preparing for income, timing, and transitions with a plan designed for long-term sustainability and peace of mind.
Clarity in Financial Decisions
Navigating complex choices with guidance and bringing structure to important financial milestones in your life.
Your Financial Journey
Providing ongoing support as your life rotates and adjusting your comprehensive plan as your needs change.
Expertise That Brings Clarity to Your Financial Life
At Incepta Consulting, we believe your financial life should reflect who you are - not a one size fits all plan. Our goal is to help you feel more organized, more informed, and more at ease about your financial life. We combine strategic financial guidance with a deep understanding of behavior and life transitions to help you make decisions with clarity and confidence.
- Retirement and long-term planning
- 20 years of Financial Experience
- Behavioral-based financial decision support
- Guidance through real-life financial decisions and transitions
The information on this website is for general informational purposes only and should not be construed as personalized investment advice. All investing involves risk, including possible loss of principal. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Why Clients Choose Incepta
Clarity Without Complexity
You'll have a clear understanding of your financial plan and the decisions we make together - without unnecessary complexity or pressure.
A Plan Built Around You
Your strategy is tailored to your life, your goals, and what matters most to you.
Ongoing Guidance You Can Rely On
As life evolves, you will have support to help navigate decisions with greater clarity and confidence.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.