My goal as a financial professional is to help you plan for financial independence. Whether your goals involve building wealth through investing, funding a child's college education, planning for a confident retirement, or protecting your estate, I can help you develop a roadmap to work towards pursuing your goals and make wise decisions to help improve your financial situation.


As a CFP®, I have the knowledge and skills to provide comprehensive financial planning in all areas of personal finance, such as retirement and investment planning, taxes and estate planning and insurance. I follows the highest ethical standards and act in your best interest at all times.


As an AIF®, I have the expertise and fiduciary responsibility to manage your investment portfolio in accordance with your risk tolerance, time horizon and objectives. I adhere to a prudent investment process that is consistent, transparent and disciplined.


As a RICP®, I specialize in retirement income planning and help you address the risks and challenges associated with aging. I can help you optimize your Social Security benefits, company retirement benefits, health and long-term care insurance, budgeting and spending decisions, and retirement portfolio withdrawals.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice