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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.

Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
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The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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