My Focus

I am an experienced financial professional, driven to serve my clients with a keen sense of purpose. I am dedicated to the financial planning disciplines I have successfully applied to my practice for over a decade. 

My philosophy is simple, yet comprehensive. I work with clients to build a financial plan that aligns with their investment beliefs and long-term goals. I take the time to get to know and understand each client, learn their objectives, analyze their situation, and offer financial advice tailored to their unique needs. 

In 2016, I earned the CERTIFIED FINANCIAL PLANNER^TM designation, reflecting my commitment to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients¹. I take time to get to know my clients and understand their priorities and financial goals. 

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^TM, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.