


It is my great honor to lead a vibrant practice like the Red Rose Group. We actively serve hundreds of clients who, over the past 10+ years, have become our extended family. I specialize in building comprehensive strategies for people who want to unite their values with their finances. I feel privileged to advise intentional individuals and guide them through the process of accomplishing their personal goals.
I have worked extensively with folks from all walks of life: business owners, executives, engineers, healthcare professionals, teachers, farmers, pastors...with the...