At United Capital, my focus is on empowering clients through personalized wealth management, ensuring clarity and control over their financial lives. Our team collaborates to provide comprehensive advice in investment, tax, retirement, education, insurance and estate planning, tailored to ...more

At United Capital, my focus is on empowering clients through personalized wealth management, ensuring clarity and control over their financial lives. Our team collaborates to provide comprehensive advice in investment, tax, retirement, education, insurance and estate planning, tailored to high-net-worth and ultra-high-net-worth individuals and institutions. My role is defined by a mission to foster financial flourishing, leveraging my Certified Financial Planner™ credentials and expertise in financial services. The intersection of faith and finance underpins my approach, enabling me to align clients' values with their wealth management strategies, and guide them confidently towards their long-term goals.less