I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
I enjoy spending time with my child and friends. My hobbies include paddleboarding, biking and running. I love to read and enjoy learning new things from books and people.
I also love to play beach volleyball and enjoy being outdoors, travelling and going to places I've never been.
My goal as a financial professional is to help people plan and make educated decisons that not only help them today, but for years to come.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies