About Us

Do you have your financial planning puzzle pieces put together for, or from, a life changing event? Financial planning is not just about investments and rate of return, all though that is important and I help people with that part. What about protecting what you have built from life's curve balls in addition to building wealth? What about estate planning and long-term care expenses that can devour income/assets? With my experience of 6 years at Fidelity, 14 years at TIAA, and now nearly 5 years of my own practice, I am able to help all types of clients in all stages of their lives. I am passionate and love helping clients, business owners, and families be more confident and at peace with their finances by crafting a comprehensive financial plan or giving a second opinion on what you already have put together. Reach out to me and together we can build a plan that addresses concerns like: • What if I run out of money? • What if my health requires the use of income or assets? • What happens when the stock market declines? • How do I outpace inflation on my investments?

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