I made the decision to become an independent practitioner with the intention of furthering my commitment to my mission: To empower my clients with the knowledge and confidence to make sound financial decisions and to alleviate the anxiety of navigating the complexities of the financial landscape.

In limiting my practice to no more than 30 families my practice is committed to providing the highest quality of care possible (I was responsible for over 500 households at my previous firm which limited my ability to maintain the high standards I have set for myself). My growth plan is to add 4 new households per year for the next 5 years (20 total) so that I will have a maximum of 50 families by 2029. At that point I plan on maintaining and managing only those families for the next 15 – 20 years to see them through the majority, if not the entirety, of their retirement years.

My professional legacy is defined by my ability to guide you in establishing your personal legacy…

your goals are our shared financial journey!