About me

As a dedicated wealth planner, I specialize in guiding my clients through the complexities of their financial journeys. My goal is to help them create robust plans that encompass tax, estate, and risk management strategies to achieve their comprehensive financial objectives. Outside of work, you'll often find me exploring hiking trails, practicing yoga and Pilates or diving into thought-provoking podcasts. I also cherish spending quality time with my family, especially my granddaughters.