I believe being a trusted advisor starts with building meaningful relationships and truly understanding what matters most to each client. While financial strategies and investment decisions are important, I view my role as helping people navigate life’s opportunities and challenges with confidence and clarity. Having spent nearly four decades in financial services, I enjoy helping clients connect their money to their values and long-term goals. My goal is to be a partner and coach who helps them stay focused, make informed decisions, and feel supported every step of the way.
I’m driven by a passion for helping people accomplish things they once thought were beyond their reach. Whether through financial planning, coaching, mentoring, or community involvement, I find fulfillment in empowering others to grow and succeed. I am a strong believer in lifelong learning and have spent much of my life pursuing new challenges, from earning a black belt in karate to serving in leadership roles with nonprofit organizations. Seeing someone gain confidence, overcome obstacles, and achieve meaningful goals is what motivates me every day.
Outside of work, I enjoy staying active, exploring new places, and staying connected to my community. I’m an avid scuba diver and traveler who has explored destinations around the world, and I’m always looking forward to my next adventure. I also enjoy fitness and martial arts, having achieved my black belt in karate after years of training and dedication. When I’m not traveling or volunteering, you’ll likely find me searching for a great new restaurant, planning a future trip, or sharing recommendations as a proud foodie and Delta Million Miler.
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in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.