I genuinely enjoy helping people and find great fulfillment in providing the guidance they need to confidently pursue the goals that are important to them and their families. I come by this passion honestly – my father was a financial advisor for 26 years, and we worked together as a team for 8 years prior to his retirement.  Today, with my client service associate Diana, we treat our clients as family, and emphasize a collaborative process that focuses on shared decision making.

I was fortunate to learn from my father’s experiences over more than two decades in the financial services industry, and combine that wisdom with the knowledge I have acquired on my own.  This multigenerational perspective means there are not many situations or life events that I am unfamiliar with, so I can help my clients with a wide range of issues.

My goal is to serve as your trusted financial partner for life, addressing all details related to managing and preserving your wealth, and building your legacy – so you can focus on the people and things in your life that matter most.