My Approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


I believe that success is not only measured in financial terms but also what you do to make a difference in life. It is essential to "give back" to others who have made a difference to you.

  • I am an active member of the Founders Society of the Alzheimer's Association. I will do whatever is in my power to eradicate this horrific disease and support patients and caregivers however possible.
  • I am an avid fan of the NFL and attend football games frequently.
  • I enjoy the arts -- especially theatre and various genres of music
  • I enjoy world travel and epxeriencing local cultures.
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 22 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies

My Videos(1 videos)