I am passionate about helping clients achieve clarity in complex financial situations. I do this through comprehensive financial planning. I have 20 years of experience assisting clients to secure their financial future. I am a Certified Financial Planner (CFP®) professional and a Chartered Life Underwriter (CLU®) professional. I offer expert, actionable guidance to my clients. 

I am enthusiastic about helping people make sound financial decisions. This will lead to achieving their desired outcomes now and in the future.

I focus on helping business owner-managers with financial planning and estate planning. Due to my involvement with buying, running, and selling a family business, this is particularly significant. My own experiences and those of friends in this area ignited my passion for estate planning.

When not educating others or learning about the financial services industry, I enjoy spending time with my family and grandkids and supporting veterans. I am curious about all things automotive and military.