For most people, putting together a financial strategy is something that sounds daunting and overwhelming. Figuring out how to budget, save, pay less in taxes, plan for big purchases (including retirement and college funding) and stay up to speed with new regulations is not on the forefront of what successful people have time to do. As an Advisor, my mission is to develop a strong understanding of my client's unique circumstances and goals and to provide a bullet-proof, personalized financial plan that allows them to enjoy life now, while also planning wisely for the future. My comprehensive experience in the financial industry, both in leadership and in personal advising, has led me to have a deep conviction around the critical need to plan. I passionately believe it is important for all people to be educated on where they are and what steps they can take to craft their best futures. It is in planning that I am able to help clients connect the dots to do so. 