I'm a math nerd who loves solving problems! I’m driven to help others and love experiencing the relief our clients feel when they have a plan to achieve their goals. I really enjoy collaborating with all of our departments to increase efficiency.                

Memorable client moment

We recently worked with a widow who was overwhelmed by the subject of money, and we were able to help her understand her financial situation a lot more clearly. She came into our meeting feeling overwhelmed and left feeling secure about her future.      

To me, true wealth means

Freedom from fear of the future; being able to enjoy life and focus on what matters most to you.