How I Help

As someone who has extensive experience in trusts, taxes and financial planning, I enjoy helping my clients set realistic investment expectations, so they can seek a successful retirement.

Prior to managing the trust department at a regional bank, I co-owned an accounting firm where my primary focus was individual tax planning and preparation. During this time, I realized that many of my clients were not receiving adequate investment advice - especially regarding retirement. I became an independent investment advisor and financial planner in order to offer honest, realistic advice to mature investors.

I help individuals and families across multiple generations plan for the right kind of retirement. Oftentimes, this means I help with budgeting and setting appropriate spending boundaries. With patience and understanding, I partner with my clients on a long-term basis. I take the time to listen and understand their investment goals before designing a plan to work toward them.

My mission is to always work in the best interest of every person I serve - because when my clients are confident, so am I.