With over 13 years of experience in the financial services industry, I am dedicated to helping individuals and families achieve lasting financial well-being. Known for a client-first approach, I specialize in comprehensive financing planning, investment management, retirement strategies and tax-efficient wealth building.

Over the years, I have guided clients through every stage of life – from starting careers and growing families to planning retirements and leaving legacies. Whether advising high-net-worth clients or those just beginning their financial journey, I bring clarity, strategy and personalized solutions to every plan.

I have achieved the hallmark designations within the planning industry, including CERTIFIED FINANCIAL PLANNER^® in 2022, a testament to my commitment to the highest ethical standards and continuing education in the financial planning field.

I am proud to be part of a Private Wealth Management team that possesses an unmatched combination of experience and qualifications and provides our clientele with a comprehensive team approach to their retirement planning and wealth management needs. We specialize in working with business owners and individuals who are serious about their financial success and retirement planning with a focus on tax and estate planning.