About

My team and I help individuals and families who wouldn’t originally consider themselves in need of an advisor or feel qualified to work with one, and those who believe they deserve more from financial management than the industry norm. My goal is to relive the anxiety most people have towards their financial life through honest and personalized planning that goes beyond the numbers.   

My areas of focus are: 
Retirement Planning: Tailored strategies to secure your financial future as you approach retirement.
Estate and Trust Planning: Guidance to ensure your legacy is preserved according to your wishes.
Tax Planning: Strategies to optimize your tax situation and enhance your savings.
Long-Term Care Planning: Solutions to prepare for potential healthcare needs in your later years.
Employee Benefits: Helping small businesses establish cost effective 401(k)/group retirement plans, and other employee benefits, including group medical, dental, vision, life disability, and key-man insurance. 
Small Business Financial Planning: Exit planning & business valuation, funding buy-sell agreements, executive benefits