My family and I have been part of the Baldwin-Woodville community since 2005. I enjoy helping clients who appreciate professional guidance to make wise financial decisions.

I've been interested in business since I was young, and especially enjoy helping owners of family businesses with the unique opportunities and challenges they face.

Outside of work, I enjoy being active outdoors with my family. This includes golf, biking and working on the small family farm where we live.

Focus areas

  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Office Information

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