Live your dream

As a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with twenty-eight years of financial industry experience, I help my clients plan to achieve their objectives.

Our practice has three areas of focus.

    • Retirement planning. When you can retire with confidence, how much you can afford to spend, and how your legacy is evolving.
    • Wealth management. Helping you manage your portfolio in a manner appropriate to your needs, your tax situation, and your risk tolerance. Finding opportunities to lower your taxes during your lifetime and for your heirs.
    • Philanthropy. How much you can afford to give during your lifetime and at your death. Developing tax-wise methods of giving. Helping you evaluate individual charities.


We can work together to define your legacy and philanthropic path.

Optimal techniques for charitable giving have evolved under the new tax law. We can explore tax-efficient methods of achieving your philanthropic objectives.

I am a Founding Director of Mundito Foundation, which seeks to change lives of individuals who live with inadequate resources, public health care, or education. If you would like to learn more, please visit

Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 20 reviews 100.0

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)