Who I Help

As an independent investment advisor, I have devoted my practice to helping pre- and post-retirees plan for, and enjoy, their retirement. After serving on the tax, accounting and trust side of the financial services industry for more than 25 years, I made the decision to retire from my career - but not from making a difference in the lives of my clients.

Today, I use my holistic combination of experience and professional credentials to help successful people manage their ideal retirement. For some, that might look like volunteering for a non-profit or pursuing a different professional dream on a part-time basis. For others, it looks like owning a vacation home or becoming a world traveler. However you envision your retirement, I can work with you to help you pursue it.