The path that leads to your ideal retirement is unlike anyone else’s!
For over 25 years, I have served individuals and families in multiple areas of financial services. With extensive experience in both tax planning and trusts, I am proud to devote this chapter of my career to fee-based investment guidance for pre- and post-retirees.
Committed to providing exceptional guidance and trusted advice, I have earned my BBA in Accounting, my Certified Financial Planner (CFP®) professional designation, and am a Certified Trust and Financial Advisor (CTFA). Simply put? I have the credentials to support your goals, and the passion to help you pursue them.
My values are important to me, and I hope they are important to you, too. As an LPL independent advisor, everything I do is based on your needs, goals and long-term success.
My background in financial services includes a wealth of accounting and banking experience. Today, I am proud to use my years of experience to help you on your journey to, and through, retirement.
As your financial advocate, I will help you determine where you should save, where you should spend and what you should do to enjoy the freedom of a confident retirement.
I have experience working with veteran investors and with successful individuals who have never invested outside of their 401(k). Wherever you are on your journey, I can help you move forward.