With three decades of experience in the financial services industry, my CFP® designation, and my authentic caring and nurturing manner, I feel that I have earned the trust of my clients and multiple generations within their families.

Through comprehensive investment planning, I feel privileged to help guide my clients to make sound financial decisions that are aligned with their personal values.  Customized investment strategies designed for wealth accumulation, wealth distribution to help them pursue a comfortable retirement, and the ultimate transfer of wealth are among my specialties.

I act in the best interest of my client.  Strong instincts, appropriate questions, and empathic listening are essential elements of my planning process in helping clients address their goals.  I approach each client with a servant's heart and strive to make a positive difference in the quality of their life in order to help them find their "true wealth". 

"We are strategizing to a better tomorrow!"