about us

Are you concerned about paying too much in taxes, outliving your money, being prepared for unforeseen health care expenses, or leaving the assets you worked hard to accumulate in the most tax efficient manner? I work with clients to develop a comprehensive financial strategy to address these and other major concerns. I use sophisticated planning software to partner with clients to understand their needs, wants and wishes. Together, we create a tailored and dynamic financial strategy to help alleviate fears and live life on their own terms. The goal is to help clients feel confident knowing they have a partner to walk with them through all stages of life. Each client situation is truly unique and requires a financial advisor with life experience to understand the situation and create an appropriate strategy tailored to each family. Throughout my career, I have partnered with clients to realize their dreams, create retirement security, provide a legacy and meet charitable giving goals. I have also walked alongside families whose loved ones have struggled with addiction, debilitating diseases, terminal illness and special needs family members. Being a long-term financial partner is the heart of my practice.