The Equity Evolution

Comprehensive Financial Planning for Equity Compensated Tech Professionals

Hero Image for The Equity Evolution

As Seen In

Image for WSJ
Image for money under 30
Image for sound dollar
Image for market watch
Image for investment news

Empowering you to make better-informed decisions and achieve your goals

Image for About


Throughout our partnership, I want to provide you with knowledge and tools you need to be independent.

Image for Contact


Reach out, if you have any questions or want to see if working with DRS could be a good fit for you.

Image for Solutions


DRS Financial Partners is a fee-only and fiduciary firm, and working alongside you.

Navigate Through Your Equity Decisions

Equity compensation is confusing and complicated, just like the rest of your life. From exercising options to selling different buckets of company shares, I'll work closely with you to achieve your goals through a tax-efficient and risk-conscious lens.

Leading With Education

"I don't know what I don't know." It's the number 1 thing I hear when meeting with someone for the first time. Understanding how "all of this" works is step one in making smarter financial decisions today and avoiding missteps in the future.

Logo for CFA
Logo for CFP
Logo for EA
Logo for XYPN
Logo for NAPFA