I am a seasoned financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional. I am honored to serve clients with complex needs, who truly desire holistic financial analysis and strategic planning over the arc of their life. Licensed in numerous states, I am able to serve clients and their loved ones nationwide.
I value personal relationships with my clients and focus on what is most important to them and their unique needs. Indeed, my purpose is to deeply serve those who aspire for true financial freedom and positive health and wellbeing. I regularly collaborate with my clients' accountants, attorneys and other trusted professional partners to provide a comprehensive service.