Team Networking
Focusing on Values and Goals, I help you create a roadmap for your finances. Whether you are planning your retirement, selling your business, or trying to create a work-optional lifestyle, I serve as your guide in an ever-changing landscape. Financial services for individuals and business owners
1875
After teaching music at the high school and university level for 15 years, I left to pursue a career in financial services. I spent 8 years with my previous firm, building a profitable book of business. In 2022, I left to join Prudential to focus on holistic financial planning in a way my previous firm was not equipped to do.
In an industry like this, everyone offers very similar solutions. I out care my competition. No one is going to work harder or care more for you and your family than I will.
My ideal client is a business owner looking to sell their business in the next five years, or a senior executive where there is some complexity in their compensation or exit package.
Accredited Asset Management Specialist designation from the College for Financial Planning FINRA Series 7, 66
