After 10 years in the financial services industry, I have an extensive background working with individuals to deliver personalized advice and strategies to help them solve their financial puzzles. I use a sound, repeatable, collaborative process that results in a purposeful approach to a financial strategy. I'm grateful to have worked with so many wonderful people, yet I have especially enjoyed serving teachers, firefighters, police, public and non-profit employees.
I’ve always been passionate about education and people who serve our communities since I spent four years as a High School English Teacher. I continue to believe the ability to read well, write well, and speak well can take you far even in a world dominated by technology that can give us easier, bigger, faster and more, instantly.
Just as informed choices are critical to success in the world we live in, they are also critical to financial success. Good teachers help students get what they need to be successful. I became a teacher because it’s something that matters. When I left education, I had to continue doing something that matters. That is why I do the work I do. It matters.
What you can expect from my process is the following:
1. We'll determine what’s important to you & what your comfort level is.
2. We'll analyze what actions need to be taken & what decisions need to be made
3. We'll monitor your progress & adjust as your life moves forward.
Throughout the process some of the topics we will discuss are:
• Getting to & living through retirement
• Saving for college
• Income replacement & protection
• Choosing appropriate and suitable investments
• Estate considerations
• Tax implications
I look forward to helping you get the advice you need. Let’s put your puzzle together.
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