With nearly a decade of experience as a financial planner, I have made it my mission to understand each client's unique financial situation; serving the investment and protection needs of individuals, small businesses and families. My areas of focus include:

Retirement Planning
Life Insurance
Disability Insurance
Long-Term Care Insurance
Small Business Benefit Program Design
Buy-Sell Agreements
Estate Planning

Personalized financial planning is integral to everything I do for each client's unique situation. Using innovative digital tools paired with a hands-on people-first approach, I make your money work harder and smarter for you.