Our Team

As a holistic financial planning practice, we bring two sets of professional expertise to our relationship with you:

• As a financial professional, I use my expertise and experience to identify, understand, and evaluate your current circumstances. Using industry-leading tools and consulting with other experts, I develop recommendations that best fit your life both now and into the future.
• As the team leader, I coordinate your other professionals—Attorney, CPA, Banker—to ensure all aspects of your plan are covered.