I am a comprehensive, fee-only financial planner. I bring 25 years of financial services experience, specializing in guiding clients through life's many transitions. My expertise includes: Retirement and Estate planning Portfolio Analysis Education I strive to develop lasting ...more

I am a comprehensive, fee-only financial planner. I bring 25 years of financial services experience, specializing in guiding clients through life's many transitions. My expertise includes: Retirement and Estate planning Portfolio Analysis Education I strive to develop lasting relationships, creating a space for trust and confidence. By understanding my clients’ goals, priorities and anxieties, I am able to best provide insightful education, guidance and innovative solutions.less