Advisor profile

A unique approach to financial planning

When we collaborate, my purpose is to assist you towards reaching your dreams, aspirations, and a journey uniquely your own. Life is an unpredictable voyage, and my role as an advisor who specializes in areas such as exit planning, taxes, and personal finance, is to stand by your side through the expected and unexpected moments life throws at us.

In our partnership, you’ll experience:

Personalized Human Connection: Our conversations will be about more than numbers; they’ll revolve around your life, your dreams, and your worries. I’m here to listen, understand, and provide 1:1 financial advice that aligns with your personal goals and needs.

Tailored Solutions for Your Path: Together, we’ll craft personalized recommendations, not just for a diversified portfolio, but also strategies to help protect you from life’s uncertainties.

Meaningful, Regular Conversations: Our meetings won’t just be appointments – they’ll be moments to reflect on your goals, celebrate your progress, and adjust strategies as your journey unfolds. The road to your financial success is a shared journey, and I’m here for you along the way.

Empowering Tools at Your Fingertips: Enjoy access to your investments and digital tools that help simplify your finances. Your financial path should be navigated with ease, and I’m here to provide the compass.

Eager to learn more? It’s as simple as connecting for a complimentary consultation here.


  • CEPA® Certified Exit Planning Advisor®
  • CPA Certified Public Accountant
  • PFS Personal Financial Specialist

Awards & recognition

  • Ameriprise Circle of Success, 2023