About Us

I thoroughly enjoy helping clients navigate the path to reaching their financial goals through investment and risk management and retirement and legacy planning, especially when life changes unexpectedly. The financial planning process – the cornerstone in assisting clients with their financial decisions – is a process I firmly believe in and professionally adhere to.

My clients are everything to me. I know them deeply, I love them and I am committed to their success. I am their steward along life’s financial journey, and do my best to nurture and guard the wealth they have spent a lifetime creating.

With me, Wealth Management is a life-long journey of guiding the entirety of your financial life to help you “get there” and stay there – after defining what “there” is for you. It is an intensely personal journey where each area of financial life is evaluated in the context of your big picture.

I care enough to dig deep to define your goals, and why they matter to you. Then, and only then, can I feel confident creating a road map and the resulting action steps. With a financial plan in place, my role is to be your coach and guide you through the challenges, celebrations, and milestones on your journey. It is a dynamic process where your wealth is shepherded according to your life and your life’s ambition.