Why I'm in this Business

I have been in the financial planning business since 2001. 

I’m committed to making a difference in my clients’ lives and growing their portfolios, so they can pursue their passion in retirement and make a significant difference in their communities. I enjoy creating tailored solutions for high net worth individuals and being their problem solver.

My goal is to be your go-to referral source for service providers, for answering the questions that keep you up at night and to help you pursue your passion in retirement.

I am enthusiastic about having events and seminars that educate you on a wide variety of topics and provide opportunities for everyone to get to know each other better.