Wealth Management, Insurance and Planning
While we serve a diverse population, my practice specializes in financial planning for health care providers, business professionals and the LGBTQ community.
If you want the peace of mind of having financial security, with a strategy and a partner by your side, take advantage of our simple process:
- Engage with a CFP® professional that has a fiduciary duty to put your needs first
- Gain a better understanding of how to protect your income, assets and choices
- Compare options for saving in volatile markets while avoiding common mistakes
- Have control over what you are paying in fees and taxes
Additionally, we know how busy you are, so we will consolidate and organize all your financial information. When something comes up, we'll be ready!
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.