I help retirees (and those soon-to-be) make ongoing tax-smart financial decisions in their pursuit of a better retirement.
I'm an independent, fee-only, CERTIFIED FINANCIAL PLANNER® professional who provides financial guidance that is always in your best interest.
French born, American ...
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I help retirees (and those soon-to-be) make ongoing tax-smart financial decisions in their pursuit of a better retirement.
I'm an independent, fee-only, CERTIFIED FINANCIAL PLANNER® professional who provides financial guidance that is always in your best interest.
French born, American raised. Graduate of Oregon State University with degrees in Finance & Business Information Systems. Avid sports enthusiast, lover of the great outdoors, and will never turn down sweets or baked goods in any form.
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