I help families and business owners make confident financial decisions during life’s most important transitions. I founded Launch Wealth Management to deliver a more personal, relationship-driven advisory experience — one grounded in thoughtful planning, tax awareness, and real ...more

I help families and business owners make confident financial decisions during life’s most important transitions. I founded Launch Wealth Management to deliver a more personal, relationship-driven advisory experience — one grounded in thoughtful planning, tax awareness, and real connection. Throughout my career, I’ve worked with individuals, families, and entrepreneurs navigating complexity, from business exits and career changes to retirement and major life transitions. As a Certified Exit Planning Advisor (CEPA) and IRS Enrolled Agent (EA), I bring an integrated perspective that blends wealth planning, tax strategy, and long-term decision-making. If you’re looking for thoughtful, personalized guidance from a boutique firm designed around your needs, I’d welcome the opportunity to connect.less