I am passionate about helping others enjoy the benefits of real financial education. By avoiding opinion and sticking with facts, research, and math, you come to a more informed solution giving you greater confidence.

My focus is on educating and dispelling financial misconceptions. Education empowers families and stakeholders to feel more confident in their financial decisions.

Better information leads to better decisions, better decisions lead to better outcomes, and better outcomes lead to reduced stress and greater happiness for families.  It is an honor for the opportunity to provide that for our clients.

Prior to joining the financial services industry, I enjoyed a rewarding 20-year career in engineering. My attention to detail and data-driven decision-making prepared me for a career as a financial services advisor,

I was mortified when I discovered that many of the well-worn financial ‘truths’ I had learned around the dinner table or among colleagues were simply, wrong.

We approach your finances like they were our own—ensuring you are armed with the knowledge and confidence to make the best decision about your financial future.