About

I am a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in the Financial Services industry.  As a FEE ONLY provider for financial planning or financial advice you are provided services that focus on your best interest as I am your fiduciary.  My specialties include detailed financial planning, economics-based retirement planning, life insurance selection, healthcare and Medicare selection, investment selection, estate planning and employee financial education.

My experience has been shaped as an executive directly in financial industry roles and consulting for many of the largest financial services companies. My success has always been tied to delivering excellent customer service, direct and unbiased feedback and unwavering loyalty.

It is my belief that that with proper education and minimal oversight, individuals can be taught to be their own best financial advocates whether they are looking for full service financial management or managing their own portfolios.

I approach personal finance with a compassionate, disciplined and analytical mindset that is focused on your long term goals and success.