My Primary Purpose

My mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.


Finding Your Fit

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.

I invite you to check out all the material on my website. If you have any questions, please send me an email or call the office. I look forward to speaking with you.

Suggested Content

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
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5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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