About Me

I have enjoyed helping clients make informed decisions with their money for more than 20 years. I believe that the client should always come first, putting them at the center of their wealth management and investment plan.

Taking a primarily fee-based approach, I understand the importance of customizing a plan that focuses on income generation while incorporating appropriate risk mitigation strategies.  I value my clients’ goals, listening to each intently, and develop investment plans designed for the long term.  I implement my investment philosophy based on my clients’ risk tolerance and desired cash flow in retirement.

Being a part of a full-service wealth management and investing banking firm, I specialize in developing highly personalized retirement planning strategies.  I leverage the products I feel will be most appropriate for my clients in retirement, which is different for every client situation.