Let's put your plans in motion
I am a CERTIFIED FINANCIAL PLANNER™ practitioner with over 15 years’ experience in the financial services industry. I believe that money is a tool, not a goal. l. Trust is built on transparency and honesty and I am committed to providing a simple, clear and meaningful customer experience that will focus on providing you comprehensive financial guidance that reflects your goals and values.
Together we can design a plan to help create lifelong income, protection from the unexpected, and position assets to keep working for you. Whether it is helping you with college planning, retirement income planning or protecting loved ones, together we can develop a successful financial strategy.