Confidence so you can focus on what matters to you

I’m not only in the business of helping you pursue your financial goals, I’m also in the business of helping you make informed financial decisions. I’ll help you balance pursuing your dreams for tomorrow with what you want today.

My process begins with a straight forward conversation about your financial goals and what really matters to you. My mission is to collaborate with you on your financial strategy so you can be fully present in what really matters in your life. I’m passionate about making a difference in my clients lives.

I’m here to help you live the life you’ve earned.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

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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)