Welcome - Here to help
Thank you so much for visiting my site. I appreciate your time and hope you will take the opportunity to explore my site and learn more about my passion and work. As a financial advisor, my mission is to cultivate enduring connections with my clients and their families. I maintain consistent communication, offering timely account updates and valuable information. My approach is holistic – I guide clients in aligning their financial choices with their core values and multifaceted life goals. Together, we create a robust financial strategy that instills confidence in meeting future needs.
Is this you?
- Do I have enough?
- When can I retire?
- How can my money work for me?
- Is my family protected should something happen to me?
- How can I afford college for myself or my kids?
- How can I leave a legacy?
If any of these questions are on your mind, let’s connect and talk about it.
How I can help.
I specialize in helping clients feel confident about their financial future:
- Defining your ‘enough’
- Retirement income planning
- Investment management
- Protecting families against the impact of extended care, death, and disability
- College planning
- Charitable giving
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Burnsville Office
- Phone:
- 952-592-8807
- Mobile:
- 952-564-5849
Hours
Monday – Thursday 9 a.m. – 5 p.m.
Friday 10 a.m. -4 p.m.