Comprehensive, fee-based planning across every dimension of your financial life.
As a Certified Financial Planner™ Practitioner I adhere to a strict code of conduct. My role is well-defined by the CFP Board of Standards. You may engage me for comprehensive planning or for just one or two targeted services.
Whether you're decades away or approaching retirement, I build strategies designed to get you there — and keep you there comfortably.
Portfolio design using low-cost mutual funds and ETFs, tailored to your risk tolerance, timeline, and goals.
Insurance is shopped independently through a Life Insurance General Agent to find the best product for each client's situation.
College costs are one of the largest financial challenges families face. I help you start saving smarter, sooner.
Protect what you've built and ensure your assets are distributed according to your wishes.
Tax strategy woven into your financial plan — not treated as an afterthought in April.
Major purchase decisions analyzed within the context of your full financial picture.
Clear budgets and savings goals that coordinate your business and personal finances as a unified whole.
I am compensated as a fee-based financial planner. My primary fee structure is a percentage of assets managed — see the Fees page for the full schedule.
I sometimes earn commissions on products such as insurance and annuities. At times I am also compensated hourly for specific financial planning work. I do not charge commissions by selling investments.
These compensation arrangements are disclosed openly and I only recommend products that are genuinely in the client's best interest.