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Wealth Management, Insurance and Planning

If you want the peace of mind of having financial security, with a plan and a partner by your side, take advantage of our simple process:

  • Work with a CFP® professional that has a fiduciary duty to put client needs first
  • Learn how to protect your income and assets
  • Compare your options for saving in volatile markets
  • Ensure your loved ones are provided for should you die prematurely
  • Avoid making common mistakes when investing
  • Understand what you are paying in fees and taxes

We consolidate and organize all your financial information, so when something comes up, we'll be ready!

While we serve a diverse population, my practice specializes in financial planning for healthcare providers, business professionals and the LGBTQ community.


Protecting yourself and your loved ones in the event of an unforeseen circumstance.

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Will you outlast your savings? Can you weather the storm? We can help you find out.

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We specialize in serving the unique needs of LGBTQ & blended families.

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Years of experience have prepared us to guide you through important financial decisions.

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Take the first step...

Book a complimentary initial consultation to learn if we're a good fit.

At the very least, you'll get a second opinion. If we choose to work together, you'll have a new partner on your road to financial security! 

You can find my bio here, to learn more about my background and training.

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Not quite ready to schedule an appointment but want to learn more about what we do?

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