Helping people with straightforward, easily understandable financial advice

As a CERTIFIED FINANCIAL PLANNER™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals.  We will speak about what you want to accomplish with your life and create the plan for you to get there.  I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes.  

My particular expertise revolves around the following:

  • Long Term Care Planning - What is your plan if you have a significant change in health that not only impacts you but impacts everyone else around you? Is your plan the most efficient way to handle that circumstance?
  • Young Families and Rising Young Professionals - Did you just have a baby?  Just get married?  Recently get a big promotion?  Developing or updating your financial plan is critical at junctures such as these in your life.
  • Risk Management - When is the last time you reviewed your life insurance or disability coverage?  Have your needs changed since you originally implemented your plan?  
  • Retirement Income Planning - You worked hard to build your nest egg!  What is the most efficient way to use it?  We will work together to maximize your money's output.

I am a CERTIFIED FINANCIAL PLANNER™ professional and I hold my Certification in Long Term Care.  Additionally, I hold my Series 6, 7, 63 and 65 FINRA securities registrations as well as Life and Health insurance licenses.  

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.