I am an independent personal financial planner and asset manager.
In a word: I create strategies to strengthen my client's financial security and increase their net worth.
As a CERTIFIED FINANCIAL PLANNER™ professional, I support people in many different fields and stages of life. All of my clients, though, share one thing in common: as successful people, their finances have reached a higher level of complexity. Pre-packaged, assembly-line, financial planning programs are not adequate to secure their financial future.
I provide my clients with the expert resource they need to take their finances to the next level.