

Our business is built on personal care and individual treatment for every one of the clients that I am fortunate enough to work with. When we meet, I want to sit with you to celebrate what you have accomplished, mourn the losses that life brings, and understand who you are at your core so that there is no part of your financial plan that feels misaligned. With a background in profit and loss management for businesses, I am an expert in applying both the science and art of financial planning – while growing up with schoolteachers has taught me how to teach these principles...