About Me

I provide a Holistic Financial Planning approach to Gen X/Y/Z.

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.

Mission Statement

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.

Specialties

  • 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.