About Me

My mission is to build lasting, trust-based relationships with every client by developing a deep understanding of their goals, values, and financial priorities. Through thoughtful planning and disciplined investment management, I aim to help each client pursue their vision and reach their goals, no matter how ambitious.

Fulfilling my fiduciary duty means putting your best interests first – always. I take a personal approach to planning, focused on helping you build lasting wealth and gain the confidence to live with clarity, purpose, and financial peace of mind.

How I work

• Fiduciary, always. Advice in your best interest, not driven by commissions or product sales.
• Fee-only. A single transparent fee — see the fee disclosure.
• Independent. Client assets are held at Charles Schwab, a third-party custodian.
• Personal. You work directly with me, not a call center.

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