With a focus on life transitions—such as divorce, inheritance, retirement, or the sale of a business—I help clients navigate change with clarity, confidence, and care. ​As a CERTIFIED FINANCIAL PLANNER™ professional, I help high-income professionals and business owners create personalized, ...more

With a focus on life transitions—such as divorce, inheritance, retirement, or the sale of a business—I help clients navigate change with clarity, confidence, and care. ​As a CERTIFIED FINANCIAL PLANNER™ professional, I help high-income professionals and business owners create personalized, tax-efficient strategies to protect, grow and enjoy their wealth.less