I’m a financial planner and my number one job when I meet families is to learn about their goals, financial and otherwise, and help them develop the best path to achieving those goals. I guide clients on investment management, retirement planning, tax planning, estate planning, and asset protection to provide them with a 360˚ view of their financial life. A critical component to any plan is regular maintenance, that’s why I meet with clients regularly to revisit and course-correct as needed.

I truly value the opportunity I have each day to connect with individuals and make a meaningful difference in their lives.