I enjoy helping my clients build a strong strategy for their families to experience financial stability and security. We set priorities for financial goals within the family budget and what is the most important to my clients. We meet regularly to review where we are and if we are on track. If you are looking for help organizing and growing your wealth, please give me a call.

My office uses an established and collaborative process to build financial strategies designed specifically to meet our clients’ needs and goals. I begin by gaining a thorough understanding of their values and beliefs around money. Once the strategies are in place, we maintain open communication with our clients to ensure that, as their lives develop, we modify their strategies accordingly. To provide a comprehensive service, we regularly collaborate with clients’ CPAs and attorneys, always respecting confidentiality.

The relationships we have developed with our clients are at the heart of our business. We serve an exceptional group of emerging and established professionals who place a high value on time efficiency and relationships. We build tax- and risk-appropriate investment strategies that maximize their welfare and the welfare of their loved ones.

I am registered in multiple states and can serve clients where they are located and where they move. I am a native Texan but spent my early career in California. While I will always cherish my connection to Los Angeles, a recent purchase of a home in New Hampshire has me enjoying the Northeast as well.

To better serve my clients, I am a CERTIFIED FINANCIAL PLANNER™ or CFP® professional as well as a Certified Exit Planner® or CEPA® professional. I commit additional time and effort into engaging with the FPA Financial Planning association to make sure I keep up with the industry trends to continue to provide my clients with a high level of service.

To learn more about the benefits of partnering with someone who is dedicated to helping you meet your goals and values your time, contact our office today. We look forward to meeting you.