I guide businesses and families with their financial affairs.

I serve busy professionals and small business owners well because I know what you are going through. I've been a CPA and in the financial services industry for over 20 years, including a long run in corporate America.

For example:
* Time: You put everything you have into your career and business. What little "free" time you have should be spent with your family or your favorite activity. Your time is valuable.

* Trust: You got a long way by doing it yourself. Maybe managing your finances is or used to be fun. But as your business and career developed, you've realized you'd value a second opinion from someone who works as hard for their clients as you do for yours.

* Plan: You plan for everything at work. You have a plan to grow your business or a plan for your next career move. You should have an equally well thought out plan for your money.

Sound familiar? We should talk!

This is one client's story; does this sound like you?

This client told me she was frustrated that she never really knew whether her family was on track financially or what would happen under specific scenarios she was worried about. I told her about my established processes that are designed to plan for many potential scenarios. We set up time for her and her husband to meet with me.

They shared they don't have a lot of time to think about or worry about their investments because their family and careers take up so much of their time. They needed a financial advisor who would spend the necessary time thinking about their family, helping ensure they stay on track, and alert them when something requires their attention. I am proud to be that partner.

I'm proud of the relationship we've built.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Camping
  • Baking
  • Hockey

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