1. Young Professionals, Emerging Leaders & Career Builders

Individuals in the early to mid-stages of their careers seeking to build a financial foundation, manage cash flow, invest wisely, and establish long-term goals. Professionals advancing in their careers who need guidance around increasing income, optimizing benefits, tax-efficient investing, and long-term wealth-building strategies.

2. Young Families

Households navigating competing priorities such as saving for education, managing protection needs, budgeting, and establishing a long-term plan for financial security.

3. Women Investors

Women navigating their financial lives—whether building careers, managing households, balancing caregiving responsibilities, planning for retirement, or transitioning through life events such as marriage, divorce, or widowhood.

4. Families Planning for a Loved One with Disabilities

Helping families protect the long-term financial security and quality of life of loved ones with disabilities. Through thoughtful coordination of financial strategies, public benefits considerations, and estate planning, I work to create plans that provide stability, flexibility, and peace of mind—both now and in the future.

5. Athletes (Collegiate, NIL, Semi-Pro, and Professional)

Individuals with variable income, sponsorship or NIL earnings, short career windows, and a need for specialized planning regarding protection, taxes, and long-term financial stability.

6. Pre-Retirees/Retirees

Clients preparing for retirement who need guidance on income planning, Social Security timing, tax strategy, and transitioning confidently into the next chapter of life.

Individuals seeking sustainable, tax-efficient income strategies, portfolio management, risk management, and purposeful financial decision-making throughout retirement.

7. Business Owners & Entrepreneurs

Owners requiring integrated planning, including business succession, retirement plans, tax strategy, benefits, cash flow, and personal wealth planning connected to the enterprise.

8. Values-Driven Individuals & Families

Clients who prioritize ethical decision-making, generosity, stewardship, and aligning financial strategies with their personal beliefs and purpose.

9. High-Earning Households

Dual-income and high-income earners who need advanced planning for risk, taxes, investments, wealth accumulation, and long-term financial organization.

10. Individuals Navigating Life Transitions

Those experiencing marriage, parenthood, career changes, divorce, special needs, unexpecting death, relocation, or other major financial transitions requiring structured, objective planning.