What I do

I'm the co-founder and CEO of Pattern, an independent insurance brokerage that helps physicians compare and buy disability and life insurance. We've helped more than 50,000 doctors understand their disability and life insurance options.

I also write MoneyRx, a free newsletter about money for doctors, and post short videos on the same ideas.

What I keep seeing

Doctors spend a decade or more in training. Then the income jumps almost overnight. That's a huge advantage. It can also hide a lot of mistakes.

In my experience, most of the problems aren't about knowing too little. They come from having no simple plan when the big paycheck shows up.

What I believe

  • Earn well.
  • Protect it.
  • Build wealth.
  • Use it for something that matters.

Money creates options. It doesn't create meaning.

What I talk about

Doctor Money
Saving, investing, debt, housing, cars, and lifestyle.
Protect the Paycheck
Disability and life insurance, and the coverage mistakes that cost doctors later.
Career Money
Contracts, benefits, bonuses, and the jump from training to attending.
Wealth With Purpose
What the money is actually for.

Need help with insurance?

If you want help with disability or life insurance, that's what we do at Pattern.