Holistic Financial Planning
From budgeting to big-picture strategy, I help align your financial life with what matters most.
Investment Management
Customized, goals-based portfolios built with your values and timeline in mind.
Insurance & Risk Planning
Protect what matters, you, your family, and your livelihood with tailored insurance strategies.
Business Owner Guidance
For entrepreneurs and small business owners: retirement planning, cash flow support, and integration with personal goals.
And everything in between. Your journey is unique. My role is to walk alongside you, helping to simplify the complex and bring clarity every step of the way.