The hardest part of financial planning is often taking the next step, whether you are just starting out or have been saving for years. I help my clients overcome the barriers that keep them from moving forward because I have never had a client tell me they wish they had waited longer to take action. I work one on one to build strategies that align with my clients’ values, nurturing the confidence to execute.

The best part of my career is sharing the joy of a win. Whether it is a small step or a big goal, seeing my clients succeed is the most rewarding part of my work. I handle the technical side of the money so you can focus on the results.

Outside the Office

Throughout my life I have enjoyed sports and travel. I still play rugby and baseball today, and these sports have taught me about leadership and the value of long lasting relationships. Meeting people through travel has shown me that despite different customs all over the world, people have more in common than we tend to think. Finding that common ground is a big part of how I connect with the people I help.

My friends and family are very important to me, and I love watching my daughter grow up. Between sports and family, I like to keep moving. Whether I am at work or on the field, I enjoy being active and making a positive impact where I can.