Specialties
About Me
I strive to improve retirement outcomes for my clients through careful retirement plan design assistance, strategic and targeted communication and education, as well as continual monitoring of results.
Over 10 years experience working with public employees, 403(b), defined benefit and 457(b) plans. Focused on helping clients pursue their financial goals and priorities with personalized individual and family wealth plans. For leisure, I enjoy spending time outdoors, playing tennis, road cycling, and volunteering my time to coach field hockey for middle and high school athletes of all skill levels.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.