Professional information

My goal is to assist you to better manage  and understand your finances.

I provide fee-only financial planning services to individuals and families who want to make smarter financial decisions.

I am a Certified Financial Planner™ professional and a Registered Investment Adviser.

Clients have the flexibility to engage my services on a one-time, as-needed or ongoing basis.  I do not sell products or collect commissions.

My fees are based on the amount of time committed to meeting the financial planning needs of my clients.

Please call or email me to arrange for a Get Acquainted session.