about
I am a series 65 licensed Financial Advisor on a mission to educate and empower my clients to become savvy and confident stewards of their money. Through goal setting, strategic management, and competent planning, I help people transform their relationship with money. As a fiduciary advisor, my process involves getting to know clients by listening deeply to their passions, concerns, goals, and objectives and co-creating a plan that brings structure, clarity, and abundance to their lives.