CFP®, CRPC®, CRPS®
Director, Financial Planning
"I think of myself as part financial planner and part coach for my clients. Together, we set a financial game plan they can follow and stay on track in order to help them achieve the fulfilling retirement they deserve. Outside of work, I’ve been a coach of my kids’ sports for 23 seasons, which include soccer, basketball, baseball and football. I also love playing golf and doing yoga."
Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.
We’re here to help you make important decisions about every aspect of your life with a dollar sign — from planning for retirement to leaving a legacy for your family — and everything in between.
Founded by acclaimed financial planner, Ric Edelman, and Nobel Prize-winning economist William Sharpe.
Ranked #1 in quality by Barron’s1.
Independent, fee-only advisors. Our planners don’t earn commissions selling products to our clients.
We serve in your best interests always. Whatever your situation, our experienced planners will provide the objective, straightforward advice you need to help you move your financial life forward.
I have 26 years of experience in the financial industry.
Certified Financial Planner™
Chartered Retirement Planning Counselor℠
Chartered Retirement Plans Specialist℠
I've coached 23 seasons of my kids' sports teams (soccer, basketball, baseball, football).
We provide objective, fee-based advice and asset management. That means we won’t try to sell you on our firm’s proprietary products. It also means our planners don’t earn any commissions on the products and services our planners recommend for our clients. Our goal is to help you reach your financial goals with confidence, plain and simple.
When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.