As a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional®, I specialize in helping individuals, families, and small businesses navigate the complexities of financial planning. My approach focuses on three key areas: comprehensive financial planning, investment management, and risk management—all designed to help you accumulate, grow, and transfer wealth in a tax-efficient manner.

Since becoming a financial advisor in 2016, I’ve worked closely with my clients to assess their current financial picture, set clear goals, and develop tailored strategies to achieve them. Whether you're planning for retirement, managing investments, or protecting your legacy, I’m here to guide you every step of the way.