Two years ago, I took up running. Today, I comfortably complete half marathons. I owe so much of my success to my coach who has guided me along the way. He knows exactly what to do at every stage. He checks in on me, celebrates with me, encourages improvement and supports me on bad days.

My work is like that coach. Achieving total financial success can seem like an overwhelming task. I know exactly what to do, not only the first step but also for each stage along your path. I'm your coach, not just for one race but for the entire marathon of financial choices in life. It is amazing what you can achieve with a knowledgeable, caring coach by your side.

Discovering and setting your goals can be a fun process – you can talk about what you want your future to look like, what you want for your family and what you may secretly wish for but never thought possible. Once I understand your priorities, I will match the best strategies to achieve your goals.

What I promise every client since I started as a financial advisor 12 years ago is that I will work only in their best interest. Everyone I choose to work with gets a truly personalized level of care and attention. We'll plan for your goals and prepare for unexpected events that can threaten your progress. We'll apply wise strategies like diversification to weather down markets and layer in ways to protect your family if you experience a job loss or illness. I take extra care to make sure you understand every recommendation so that you make informed, confident decisions.

On a personal note, athletics play an important role in my life. I often run half marathons to support a local charity. My two daughters play tennis, and the older plays pro. I've recently taken up aerial aerobics, with a coach, of course. I also enjoy music, art, nature and the refreshment of quiet time. And I may have the silliest and sweetest pet, my mommy's boy, a 5-year-old Labrador Retriever who is my loyal best friend and always by my side.

Focus areas

  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Owner Considerations
  • Socially Conscious Investing

My Personal Interests

  • Dancing
  • Running
  • Music
  • Reading
  • Drawing

Office Information

Branch Team

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More to explore

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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