Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our mission is to empower individuals and families to achieve their financial goals through personalized wealth management strategies. By combining experience, integrity, and a client-centered approach, we aim to build lasting relationships and provide tailored potential solutions that grow and preserve wealth for future generations.
CKP®, CPFA®, CPWA®, CRPC™
CFP®, CPFA®