Meet Our Team

While I am an independent advisor, I have the support of a broad team. I am supported by a robust operational team through an association with Cornerstone Wealth Services, a nationwide community of independent advisors that supports advisors in private practice like me. Through Cornerstone, I benefit from shared ideas, best practices, and operational resources, which gives me more time to spend with clients. I am also affiliated with LPL Financial, a broker-dealer that works exclusively with independent advisors.

I believe in the importance of a balance between the financial, physical, and spiritual well-being of all; respecting the fiduciary responsibilities of the work I do for clients; and that everyone deserves to have objective financial advice.

If you’re willing and ready to save for a more balanced future, I believe I can provide the services you need, and I am ready to work with you.

Strategic Alliances

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