A CERTIFIED FINANCIAL PLANNER™ professional with over 16 years of industry experience, I help clients make smart choices with their money using a values-based, goal oriented financial planning process.
Offering a first-class experience for my clients, I help individuals, military and government families, and business owners gain control of their complex financial challenges. As a retired United States US Navy Supply Corps Officer, I understand the importance of having a carefully established roadmap for a client’s current financial plan. This enables our team to concretely evaluate progress toward the intended goals and determine the client’s overall commitment to following the plan.
By collaborating with your own tax and legal consultants as well as my team of skilled professionals, I will work with you to construct a comprehensive and personalized financial plan that addresses your needs, lifestyle, goals and life phase. Acting as a fiduciary, I put my clients’ needs first and always act in their best interest. As an independent advisor, I am free to recommend only those products and services that address my clients’ needs.