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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.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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