My purpose 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 the unexpected.

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.

Designations:

Certified Financial Planner (CFP^®)

Certified Military Financial Advisor (CMFA^®)

Areas of Focus:

• Retirement Planning 
• Investment Management
• Retirement Income Strategies
• Investments
• Intergenerational Planning
• Saving for Education
• Financial Strategies for LGBTQ Couples and Families
• Social Security Retirement Benefits
• Women's Financial Strategies
• Military Financial Advisor