As a financial advisor, I partner with my clients to help craft a financial plan that is unique to them. I focus on what my clients want to achieve in their lifetime and the legacy they would like to leave behind. Whether you are planning for yourself, your family, or your business, I believe a solid plan can help you through life’s journey.
Outside of work, I volunteer and serve on several boards of non-profit organizations and spend time with my family. We enjoy travelling, sports and playing with our dogs, Bodie and Penny.