I know

THE PROBLEM IS NOT ABOUT MAKING MONEY, THE PROBLEM IS HAVING TIME TO MANAGE IT + MAKING IT WORK FOR YOU.

I’ve walked the walk

I spent several years as a high performing B2B sales executive working for Fortune 100 Companies and start-ups. I carried a sales bag, understood the stress of having a quota, managed teams and can relate to the arduous sales cycle. I can help you maximize your compensation plan and show you how to optimize your earnings to build long lasting wealth. I take a teaching approach with my clients. I provide advice and plans that are consumable and make the financial planning process fun, really.

Investment Management

I provide portfolio recommendations and management with Nobel Prize winning money managers. This is where we build your wealth!

PERSONAL FINANCIAL PLANNING

This is where we dive deep to make sure we address each of the key areas in a financial plan to help you protect and grow your wealth.

I‘ve got your back!

Don’t question it. I want to be your first call when you’re making big financial decisions, whether you’re thinking about buying a home, selling stock, or you get that big commission.

As you need support throughout the year, I am available by phone or in-person and will respond within 24 hours.

Let me help you

take the guesswork out of financial planning and show you how to invest properly to protect + grow your wealth.