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I have a decade of entrepreneurial experience and over 7 years of dedicated service in the financial industry, I bring a unique blend of artistry and expertise to your financial journey. As a former professional cellist, I’ve fine-tuned my skills in precision and attention to details. Now, as an Investment Advisor Representative, Financial Educator, and proud father of a future astronaut, my passion for excellence extends to inch-perfect retirement planning, goal-based advising, and a holistic approach to investment analysis and projections. Let’s compose a symphony of financial success together.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

I look forward to helping you and your loved ones explore their financial goals.

Here for you!

I've helped people just like you explore their goals -- and in many cases, meet them. Reach out and let's discuss your goals. 

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Financial Literacy Center

I believe that an educated investor is an empowered one. Browse my financial literacy center and take control of your financial future.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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