• COLLABORATIVE FINANCIAL PROFESSIONAL•
As a Financial Planner, I enjoy working with clients to ensure their financial interests are the first priority. Goal-based, behavioral finance is a key component of helping clients reach their goals. I am passionate about community financial education and volunteering.
When working with collaborative cases, I work with both sides of a case to ensure that your true needs are met. The collaborative process allows us to fairly split assets while maintaining the ultimate goals you both wish to reach.
I look forward to working for you!
• CONNECT WITH ME•