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Mission Statement

“If you don’t know where you are going, you will end up someplace else.”
- Yogi Berra

What to Expect

What to Expect

My mission is to make sure everyone has a personalized plan to pursue their goals and express their passions. Why? Because practically every decision you make has the potential to impact your wealth. Consider the decision, "What am I going to have for breakfast?" Making coffee and eating at home versus stopping at Starbucks can be a $10 a day difference, and that adds up. The cumulative impact of small decisions can play an important role in your financial big picture, along with bigger decisions surrounding investments, wealth-transfer, and tax planning, to name a few.

Questions We Can Answer Together

  • How should I be investing for my goals since the markets are so uncertain?
  • How am I going to move on from the financially dependent relationship I am in?
  • I am single. What should I be thinking about financially?
  • How do I become more involved with financial decisions because I seem to have outsourced that to my spouse/partner?
  • How can I attack my college debt while planning for my future?
  • My parents are aging, how can I help them while keeping my retirement in mind?
  • I don’t think my kids “get it”. They are in their 30s and still don’t seem to have a plan. Can you help them?

One of my primary goals is to develop a long-term, trusting relationship with you.

My Process

My Process

We create strategies that are tailored to your needs and goals.

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My Experience

My Experience

Years of experience have prepared me to guide you through your life transitions.

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