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As a trusted Financial Advisor, I am committed to helping valued clients accomplish their dreams as well as make smart financial decisions. Together, we build, execute, and monitor their plan for now and the future. I use my experience, conviction, knowledge, and pride to earn your trust and help put your financial house in order.

I have been in the financial services industry since 1995.  I gained my professional experience at Bank of America/Merrill Lynch and UBS.  The professional designations that I have obtained and currently hold are the: CFP® Professional (CERTIFIED FINANCIAL PLANNER™), ChFC^® (Chartered Financial Consultant™), AAMS^® (Accredited Asset Management Specialist™), CRPC^® (Chartered Retirement Planning Counselor™),  and the CRPS^® (Chartered Retirement Plans Specialist™).

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