My passion for wealth management began early thanks to my godfather, who was a brilliant investor who built a real estate empire from scratch. Witnessing firsthand the power of smart investment principles, money management and meticulous planning, my perspective on finance changed forever. With over half a decade of experience in the industry, I’ve been privileged to partner with retirees through every phase of retirement, from the energetic go-go years to the quieter no-go years. My mission is to help clients create a resilient retirement income strategy that not only helps meet their needs but also accounts for the ones they love the most.

When you entrust me with your financial aspirations, my approach strives to go beyond numbers and transactions. I believe in taking the time to understand your unique goals and risk tolerance. Understanding this together, we can align your risk tolerance and expectations with a well-defined financial planning roadmap to pursues those goals.

I’ve earned several prestigious designations, reflecting my dedication to pursuing excellence in financial planning:
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- ChFC® (Chartered Financial Consultant®): Comprehensive knowledge in financial planning, covering investments, taxes, estate planning and insurance.
- AAMS™ (Accredited Asset Management Specialist™): Specialization in asset management, including investments, insurance, tax, retirement and estate planning.
- CRPC™ (Chartered Retirement Planning Counselor™): Expertise in retirement planning, focusing on income management, asset management and estate planning.
- AWMA™ (Accredited Wealth Management Advisor™): Wealth management strategies for high-net-worth individuals, including portfolio management, tax strategies and estate planning.
- ABFP™ (Accredited Behavioral Finance Professional™): Behavioral finance insights to help you navigate financial decisions while accounting for behavioral biases.

I help clients explore and understand tailored investment strategies by demystifying financial concepts with relatable analogies and visual aids. Whether you're planning for retirement, in retirement, or saving for future generations, my goal is to be your trusted partner, collaborating closely to bring your dreams to life. I will be there to review your progress, make necessary adjustments and provide ongoing support.

In addition, my team and I pride ourselves on:

1. Dedication to you: Aligning all aspects of our business to better understand and pursue your unique goals and needs.
2. Transparency: Providing clarity about costs associated with transactions and helping ensure you are educated about our actions.
3. Consistency and Availability: Always being a familiar face or voice, just a phone call away.

Beyond my professional life, I lead an active and varied personal life. I’m passionate about fitness, self-development and exploring new adventures like rail trails and discovering new cuisines from various cultures. In a world where financial decisions can be daunting, I’m here to help and only a phone call away.