With any journey you are making, you have a destination in mind. We understand that planning the trip will most likely result in a way to arrive at this destination as safely, time efficiently and cost effectively as possible. Unfortunately, many of us often forget that our journey through life is significantly impacted by our overall planning and financial preparation; which is not a one-time event but rather a process of having professional guidance as you are traveling.

I believe a partnership with my clients, where we approach solutions as a team by working closely with your CPA, attorney, trustees and other affiliated professionals, provides better overall results for your family¿s journey. My relationship with you is built on integrity with the wise stewardship of your family¿s financial future first and foremost in my advice, recommendations and guidance.

Of course, no one can see around the curves, but I can help you be better prepared for unexpected detours, blind spots and potential hazards. Along with strong analytical and problem-solving experience, I use a variety of tools and technology when working with you. The first step is to understand your family¿s view of financial success through direct and open communication. This includes topics such as: identifying risks you may be overlooking and putting protection strategies in place; guiding you with answering the uncomfortable questions regarding your financial responsibilities; planning how to save for retirement that can maintain the lifestyle you desire; integrating and coordinating your various investment accounts and insurance strategies; and guiding you through market volatility with a focus on your needs and personal comfort level.

If this is the type of ongoing relationship you wish you had with a professional financial advisor, I encourage you to give me a call for a conversation.

My Personal Interests

  • Volunteering
  • History and Museums
  • Personal Fitness
  • Culinary Arts
  • Dancing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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