After 31 years in corporate business development roles, I came to a point in my career where I had the luxury to pursue my passion: helping entrepreneurs, business professionals and families understand how to make their money work for them.

One of my core strengths is clarifying goals and then breaking them down into relevant and achievable next steps. Clients appreciate my passion to educate and my honesty and concern about what is going on in their lives. I have had the honor to work with families both as a volunteer and professional, helping them by understanding their financial risks.

I am fortunate to have discovered my life's purpose, and I am committed to:
- Fostering an ongoing relationship
- Preserving and developing the value of the family business
- Developing strategies for lasting income in retirement
- Teaching younger generations about money

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Cooking
  • Hiking
  • Fishing
  • Vintage Cars

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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