In everything I do, I believe in helping people positively direct their lives and strive to leave them feeling uplifted and empowered. As a Financial Advisor, the way I do this is to help clients clarify what matters most, simplify and streamline their financial affairs, and cultivate a collaborative relationship for the long-term.
My professional experience includes five years of public accounting and auditing and seven years of financial planning and investment management. I’ve earned my CFP® credential (the highest mark in fiduciary responsibility to clients) in addition to Series 7 and Series 66 financial licenses.
Clients receive exceptional service, personalized recommendations, and a disciplined investment management process. I also manage the extensive complexities of individuals’ financial lives including cash flow and budgeting, managing risk, achieving financial independence, income planning in retirement, tax planning, and legacy and inter-generational planning.
I provide wealth management services to ease clients’ fears of financial loss and help enjoy current lifestyle. My greatest satisfaction comes from working with clients for many years and assisting them in realizing their dreams. Want to work with me?