About

I am a fee-only CERTIFIED FINANCIAL PLANNER™ with over a decade of experience helping individuals achieve their financial goals through personalized financial life plans. I specialize in comprehensive financial planning, investment strategies, retirement planning, tax planning, and wealth management, with a focus on transparency, integrity, and building meaningful client relationships. By understanding each client's unique aspirations and challenges, I craft tailored solutions to empower them to navigate life’s financial complexities with confidence. Whether preparing for retirement, saving for education, or protecting wealth, I am committed to guiding clients every step of the way toward financial success.