I am a Fee-Only, fiduciary, Certified Financial Planner®.
I work with High Earners Not Rich Yet (HENRY), Mid-Career Professionals, Real Estate Professionals, Government Employees, and Small Business Owners to help them reach their personal financial goals through Financial Planning.
I provide customized strategic and tactical Asset Management solutions for clients that choose to delegate this task to a professional.
My priority is helping my clients reach their long-term personal financial goals. I am a guide, here to walk beside you on your journey to financial freedom.
- Budgeting & Cash Flow Planning
- Planning & Budgeting for Retirement Income
- Investment Optimization
- Asset Management
- “Second Opinion” Investment Analysis
- Real Estate Professionals
- Risk Management or Insurance Planning
To learn more about me on a personal level, please check me out on Social Media. Click on any of the Social Media links at the top right corner of the webpage.