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My expertise in financial planning and wealth management complement my passion to helping business owner and healthcare professionals through comprehensive financial planning. Through a detailed discovery process I create and personalize your comprehensive financial plan that aligns with your goals and values.
I have spent the last 14 years helping families plan and transition into retirement. Over this period of working with families, business owners, and health care professionals I realized that I really enjoy the analytical component of finding unique and personalized solutions for my clients.
WEALTH MANAGEMENT SKILLS & EXPERTIES:
- Retirement Planning
- Tax Planning
- Risk Management
- Estate Planning
- Portfolio Management
- Investing Planning
- Debt Management
- Life Insurance
- Philanthropic Planning
While not working my wife and I are busy with three teenage kids where any given day we can be found enjoying our kid’s playing soccer, volleyball or basket ball. I have been a director of Women + Wealth for nearly 5 years.