My passion for making a difference in my clients’ lives is what drew me to the financial advising industry. I strive to help individuals and families in all stages of life understand the complexities of their financial world and make the best decisions on managing and keeping their wealth.

So whether you’re:

➡️ on one side of divorce,
➡️ planning your retirement,
➡️ saving to buy a home,
➡️ planning for your child’s future;
➡️ or just trying to make sense of your company stock incentive plan,

 

I start by getting to know who you are. And from there, I strive to educate you on how to best approach your current financial situation and how to best plan for your financial future. My commitment to you is centered in helping achieve your goals by making your needs and wants a priority.

🔸️A little about me🔸️
My hobbies include: performing with and supporting the performing arts, camping, tennis, and tending to my family garden.

I’m also an avid supporter of the National Kidney Foundation as a family member was the beneficiary of a kidney donation.