I began working in the financial services industry in 2007. Previously, I had limited knowledge of investing, how to prepare for retirement and the importance of setting up tax efficient strategies for retirement. I developed an affinity for helping investors take the confusion out of retirement planning. I now focus my time and energy partnering with high net worth individuals, families and businesses to understand their financial goals and custom tailor strategies to help them achieve their goals.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I received the Certified Financial Planner™ (CFP®)* and a Chartered Financial Consultant professional designations that are reserved for those who successfully complete a study program and exam centered on pre-and post-retirement needs of individuals and businesses.
* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
- Retirement Savings Strategies
My Personal Interests
- Animal Rescue
- Active Lifestyle
- Art & Theater
- Personal Fitness
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