I’m committed to helping people plan, save and invest for every stage of their life and I know how to use behavioral finance to drive results. My ideal individual client is someone who is looking for an advisor who will work with them to set realistic goals and objectives and then help them ...more

I’m committed to helping people plan, save and invest for every stage of their life and I know how to use behavioral finance to drive results. My ideal individual client is someone who is looking for an advisor who will work with them to set realistic goals and objectives and then help them achieve those goals through sound financial planning and investment advice. In the end, I want to make a positive impact on people’s lives by helping them achieve financial independence. Disclosure : Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, or through Gouldin & McCarthy, LLC, a registered investment adviserless