My purpose as a Certified Financial Planner™ (CFP) is to help you feel confident, connected, and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and unexpected.
As a Certified Public Accountant (CPA) I bring tax experience to the financial planning process. I’m always considering the tax implications and opportunities around investment management, and I help my clients make strategic decisions to avoid potential pitfalls down the road.
Being a CPA and CFP® means you have a specialized advocate in your corner. My team is proud of the depth and diversity we offer our clients through this holistic approach to financial planning.
When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
- Regular meetings to review your goals, progress, and investments.
- Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Categories: Financial Services