For over 30 years I’ve been passionate about helping people live the quality of life they have dreamed about. Everybody has a different dream and I view it as helping put the pieces of the puzzle together with them. I work with individuals, couples and closely held business owners to explore the options to having a happy retirement. Using modern tools to help establish the relationship between one’s personal goals and values to the tool of money, we enable people to live happier, healthier, stress free and fulfilling lives.
My practice is based on tax planning and implementation of solutions to help my clients pay less in taxes and realize peace of mind regarding their financial lives. I work with investment and insurance solutions to implement my tax planning strategies as needed.
Formerly a leader in field sales management and corporate roles related to financial planning and financial services recruitment and development for professionals. Also, volunteer leader for the Financial Planning Association, the world’s largest association for Certified Financial planners.