Specialties
Business OwnersWealth ManagementInvestment PlanningFinancial PlanningTax Planning
About Me
As a dually CERTIFIED FINANCIAL PLANNER® and TAX PLANNING CERTIFIED PROFESSIONAL®, I integrate proactive, lifelong tax planning into every major financial decision -- helping clients compound and preserve their wealth exponentially.
My approach integrates portfolio management, comprehensive strategies for tax, retirement income and estate planning. I transform aspirations into actionable, achievable outcomes—empowering families to protect what matters most while pursuing what’s next.
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Interests & Hobbies
PilatesPickle ballSurfingBadmintonCoachingSpa
Ready to talk?
Always free for clients.
Credentials
CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
I am a fiduciary, independent advisor registered with the SEC (Securities and Exchange Commission).