As a financial planner, I want to improve the lives of my clients. Wealth management can be extremely complex and stressful; I work with people to simplify the financial planning process and bring them peace of mind.
My parents are both professors, and I am passionate about educating and empowering clients to make smart financial decisions. I continue to learn and educate myself by earning designations and certifications associated with financial planning. I am a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Chartered Retirement Planning Counselor.
My wife and I are both local business owners. I understand the challenges and I help others maximize the financial benefits of business ownership.
I cherish spending time with my wife and daughter. I also enjoy playing tennis, surfing, and traveling with my family.