I guide my clients to financial success by figuring out where they are now, where they want to go, and what success means to them. In every industry, the client comes first, and the financial services industry is no different. I strive to understand, cultivate, and build strong relationships with my clients over time. Because of this, over the course of my career as a CERTIFIED FINANCIAL PLANNER, I have worked with hundreds of individuals and families to provide consultative services ranging from balance sheet and cash flow analysis to estate and retirement planning. 