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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.

LIFE, DISABILITY &
LONG-TERM CARE INSURANCE

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

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WEALTH & RETIREMENT 
PLANNING

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

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MODERN FAMILY
FINANCIAL PLANNING

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

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PLANNING FOR
HEALTHCARE PROVIDERS

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.


Schedule An Appointment

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

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