As a financial advisor with deep personal ties to the medical field, my spouse and both of my sons are physicians. I am a former physician assistant.
I have a firsthand understanding of the unique financial journey doctors face, from residency through retirement.
I specialize in helping physicians build and preserve their wealth through strategic tax planning, retirement income solutions, and thoughtful gifting strategies.
I’d love the opportunity to connect, learn more about your goals, and share how I’ve supported other physicians in navigating their financial path.