Clear, practical guidance to support the life you want to live.

Most people feel overwhelmed by the moving parts of their financial lives — multiple accounts, competing goals, market uncertainty, tax questions, and the pressure of trying to “get it right.” What they often need is a trusted partner who can bring order, clarity, and confidence to the whole picture.

With over two decades of experience as a Certified Financial Planner™, I offer financial planning that is straightforward, personalized, and deeply aligned with your goals and values. While my approach is grounded in proven financial strategies, it also recognizes the human side of money — because your financial choices don’t happen in a vacuum.

Every plan we create together is practical, doable, and designed to help you make steady, meaningful progress.

What Makes My Approach Different

Most advisors focus exclusively on numbers, charts, and projections.
I focus on you — your goals, your concerns, your habits, and your vision for the future.

My background in financial planning, divorce analysis, and money-behavior coaching allows me to support clients on both the analytical and personal levels. You get the benefit of solid, technical financial guidance delivered in a way that is calm, thoughtful, and easy to understand.

This creates a planning experience that is:

• Nonjudgmental and supportive

• Rooted in evidence-based financial practices

• Clear, relatable, and jargon-free

• Responsive to both the numbers and the person behind them

Financial Planning Services:

Retirement Planning

Build a future you can look forward to with a clear, realistic retirement strategy. Whether you're 10 years away or just getting started, I'll help you determine how much to save, where to invest, and how to stay on track as life evolves.

Investment Management

Evidence-based, disciplined portfolio management, grounded in your goals and risk tolerance, with the highest level of expertise and competence in the industry. I partner with world-class investment managers to bring the absolute best service to my clients, with the highest possible outcomes of reaching investment goals.

Tax Planning

Smart tax planning can make a significant difference over time. Together, we’ll identify opportunities to reduce current and future taxes — including retirement distribution strategies, capital-gain planning, Roth conversions, charitable giving strategies, and more.

Cash Flow & Budgeting

A clear understanding of where your money goes is one of the keys to feeling in control. I help clients build practical, sustainable spending plans that support both short-term needs and long-term goals — without stress or guilt.

Debt Reduction Strategies

Whether you’re managing student loans, credit cards, or other debt, we’ll create a step-by-step plan to reduce balances efficiently and regain financial momentum.

Comprehensive Financial Planning

For clients looking at the full picture, we integrate retirement, investments, taxes, income, insurance, and long-term goals into a unified financial roadmap. The result is clarity, alignment, and a sense of control over your financial future.

A More Human Approach to Financial Planning

Financial planning is about more than projections — it’s about helping you feel supported, prepared, and in control of your future.

My clients often tell me that working together brings them:

• Peace of mind about their financial decisions

• Confidence in their long-term path

• Better habits and improved cash flow

• Less stress and more clarity

• A sense that someone truly gets them and their situation

Whether you’re navigating a life transition, preparing for retirement, or simply looking for direction, I’m here to help you build a strong foundation for the future you want.

Ready to Take the Next Step?

Whether you’re preparing for retirement, reorganizing after a life transition, or simply wanting more direction and clarity, I’m here to help.

Let’s build a plan that supports the life you want to live.