Meet The Team

As a third-generation financial advisor, I’ve grown up understanding that financial security is about more than numbers — it’s about values, legacy, and people. I work primarily with everyday individuals and families, helping them plan confidently for retirement and craft legacies that reflect what matters most.

With designations as a Certified Financial Planner™ (CFP®) and an Accredited Investment Fiduciary® (AIF®), I bring both technical expertise and a deep commitment to doing what’s right for each client. What I love most is educating people — helping them uncover how their goals and values can work hand-in-hand to shape clear, meaningful financial strategies.

To me, this work isn’t just a profession — it’s a calling passed down through generations, rooted in the belief that everyone deserves clarity, confidence, and dignity in their financial journey.