As a CERTIFIED FINANCIAL PLANNER TM, I help individuals, families, and business owners plan and invest with purpose by: -Facilitating in-depth financial discovery meetings to establish short and long-term goals -Tailoring personalized financial plans and investment strategies -Providing ...more

As a CERTIFIED FINANCIAL PLANNER TM, I help individuals, families, and business owners plan and invest with purpose by: -Facilitating in-depth financial discovery meetings to establish short and long-term goals -Tailoring personalized financial plans and investment strategies -Providing education about risk, opportunity, tax efficiency, and cost effectiveness for various investing tools -Providing thorough implementation, vigilance and regular communication For individuals, I help with: -Life changing events like family deaths or divorce -Complicated employer compensation and benefits analysis (RSUs, Options, & 10b5-1) -Advanced cash flow analysis for estate planning and inheritance -Philanthropic and charitable giving -Tax efficient exchanges (1031, 1035, Equity Exchange Funds, and Qualified Opportunity Zone Funds) For families, I help with: -Next generation financial education -Discussions around long held assets, estate planning efficiencies, and charitable gifting -Transition of privately held business interests -Establishing what is most important to a family and drafting a “legacy” statement For business owners, I help with: - Maximizing qualified savings accounts -Evaluating business strengths and weaknesses -Determining the most desirable exit strategy -Composing a team of legal, tax, and financial experts -Assigning a value to the business and evaluating whether the net proceeds are sufficient for life goals About me – I’m an avid angler, runner, hiker, and golfer. Additionally, I’m very passionate about volunteering with my local Kiwanis Club.less