What I Believe

Money is a tool, and my job is to help you use it in a way that aligns with what you value. Success with your money is just a series of choices. Let's make them together.

Some questions I can help answer:

  • Is it better to pay off my credit card or invest my savings?
  • What should I do with company stock?
  • How much should I save? What am I saving for?
  • How do we integrate finances now that we are married?
  • How do I make my lifestyle and income align?
  • How do I start a side hustle?
  • Should I buy or rent?
  • How much insurance do I really need?
  • Can I send my kids to private school? College?

Do more with your cash reserves

Are you looking for better ways to grow and manage your cash? Explore our Cash Management Interactive Guide to develop a smarter cash strategy.

Email me your results from the guide and let’s begin a conversation about how we can get your cash working harder for you.

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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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2019 market outlook

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)