I’m a Certified Financial Planner who worked previously at Wells Fargo Advisors. At Planning Alternatives, I really enjoy helping people understand where they are, identify what’s most important to them, and work with them from a financial planning perspective to get them where they want to go. I also work closely with my clients’ “team”—their accountants, attorneys, insurance agents, and other professionals—to make sure everything is aligned properly. Around the office, I’m the go-to person for reaching things in high places.

Memorable client moment

I helped a client map out how they can buy the vacation home of their dreams without putting their long-term finances at risk.      

To me, true wealth means

Doing meaningful work, earning a good living, caring for my family, and enjoying the ride without worrying about money.