I truly love what I do. I am dedicated to bringing financial clarity to my clients’ lives. At the heart of my work is helping people answer the essential question: "What should I do with my money?"
While the question may seem simple, the answer is often complex. I take a holistic approach that considers your goals, concerns, risk tolerance, time horizon, tax situation, family dynamics, and more. Together, we build a personalized financial roadmap that reflects your unique situation. Once your plan is in place, we stress test it against scenarios like changes to Social...