I work closely with individuals, couples, and families, helping them create meaningful, goal-based financial plans tailored to their unique needs. I believe in a personalized approach, recognizing that each client’s situation and goals are different. My focus is on ethical, thoughtful planning that considers each client's risk tolerance and long-term aspirations. I’m proud to call my clients friends, knowing they rely on me for decisions that impact their lives and futures.
With nearly two decades of experience in financial advising, I’m grateful to have built a practice primarily through referrals—a testament to the confidence clients place in me. My journey began in 9th grade when my parents encouraged me to start investing in the stock market, and I was one of the first Americans to open a Roth IRA. This early experience sparked a lasting interest in investment planning and led me to pursue it as a career.
Outside of work, I enjoy time with my family, especially cheering on my kids in their sports. I also like to stay active through golf, tennis, softball, and spending time outdoors.