As an independent CERTIFIED FINANCIAL PLANNER™ professional, I am passionate about putting my clients’ best interests first. My commitment extends beyond selling products – it’s about creating tailored strategies that align with their unique financial goals.
Client-Centric Approach: I operate without any pressure to push proprietary products. Instead, I focus on understanding your needs and crafting personalized solutions. Your financial well-being is my priority, and I invest the time and energy necessary to build a strong client-advisor relationship.
Empowering Your Financial Journey: As a business owner, I’ve designed a practice centered around you – my valued client. By partnering with LPL Financial, the nation’s leading independent broker-dealer*, I have access to a wide range of tools and strategies to address your financial needs.
Navigating Retirement and Markets: Retirement planning and market complexities can be overwhelming. I’m here to simplify the process. Through one-on-one consultations, I help you understand how your savings and investments can align with your specific goals. Together, we’ll work toward maximizing tax efficiency and managing risk.
Flexible Meetings: Whether in person or virtually, I’m happy to meet at your convenience.
