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My History

Since 2008, I have been working with successful families to ensure they are making informed decisions with their money. As a CERTIFIED FINANCIAL PLANNER™ professional with an MBA In Finance, and experience as a college adjunct faculty member, I consider myself a “Financial Educator.”

I’ve worked closely with families managing the care of elder family members or planning for the care of children with disabilities. I’ve helped new parents begin to plan for a future college bill, and grieving widows envision what the next weeks, months and years may hold. Clients appreciate the straight forward advice they receive as they look for ways to build a plan towards a secure financial future.