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Specialties
Financial Planner | Tax Strategist | Legacy Builder Helping Individuals & Families Turn Financial Goals into Reality With 25+ years of experience in financial planning, I help clients gain clarity, confidence, and control over their financial future.
My approach is holistic and highly personalized—centered on turning goals into actionable, results-driven strategies. Whether you're planning for retirement, funding education, or building generational wealth, I’m here to guide you every step of the way. I have a strong focus on tax planning—helping clients reduce tax burdens and keep more of what they earn. I'm especially passionate about working with clients to design meaningful legacies, blending financial decision-making with their deeper values and life goals.
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Always free for clients.
CFP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA / SIPC