Financial health isn’t about money alone.
All wellness is predicated on understanding—understanding yourself, your goals, the needs of those around you, and the market forces that impact your money. And all understanding begins with listening.
I don't take my role as your financial planner and wealth advisor lightly. Our relationship will be driven by listening, respect, and expertise—not only about financial products and the market, but about your goals for a bright, successful financial future.
What are your big plans?
Whether you're an artist retiring with a large body of work, a business owner in need of a succession plan, a parent planning for a family legacy or balancing multi-generational goals, a professional in mid-career transition, or a widow navigating the realities of a new normal, my job is to help you identify and plan for what's next—and then to help you get there.
Curious how custom financial planning works?