With over a decade of experience in the financial services industry, I provide comprehensive financial planning and wealth management services to individual clients, educators, and small businesses. By creating personalized retirement plans with the intention of providing life-long retirement income, I help my clients feel confident about their future.
My areas of expertise include investments, retirement and estate planning, working with ‘solopreneurs’ and small business owners, as well as comprehensive financial planning and wealth management for those in the education field.
Helping You Secure Your Financial Future in More Ways Than You Imagined…
But that is just the beginning.
You know a family budget is important, but haven’t found the time to put one into practice. You want to reap the benefits of a refinance, but aren’t sure what your best options are. You have come into a substantial inheritance but are uncertain how to proceed.
Even with the best intentions, you may simply not have the time or knowledge to manage all you finances in the manner you would like. Let me be part of the solution. I’m here to assist with a variety of your financial questions, transactions and time-saving tasks.