You’ve worked hard to get where you are, but do you still wonder:
Am I on track for my goals?
Am I using my assets in ways that actually align with those goals?
Does my plan reflect what actually matters to me?
If you’re not sure, you’re not alone - and my role is to help you find that clarity.
As an Edward Jones client - and now financial advisor - I’ve seen how valuable it is to have a steady partner when life gets complicated. In my 20s, I spent five years battling leukemia, and my advisor supported me and helped me understand how to adapt my financial plan when everything felt uncertain.
That experience shaped how I work today.
My first priority is understanding you on both a personal and financial level. The purpose of all our planning and saving is so that you can live your best life both today and in the future. I need to know your personal values, not just your account values, so I can understand what that “best life” looks like for you.
From there, I use an established process to build a personalized strategy designed to support your goals with clarity and intention.
Then we keep going - because your life will change, so your plan should too.
I partner with you over time to help you stay on track, adjust when things shift, and make confident decisions through expected milestones and unexpected challenges.
Much of my work is with people who are busy, capable and doing many things right but don’t have the time or inclination to organize everything into a cohesive plan. My goal is to take some of that strain off you, giving you time back to spend on what you love.
Having previously worked in commercial video production, I worked with many members of IATSE, SAG-AFTRA and others - and came to appreciate the tremendous value that unions provide to both members and industries as a whole. I’m especially passionate about working with independent contractors and small business-people - folks with unique financial situations who want a clear path forward and a partner to help keep them on track.
If you’re ready to get a clearer view of your future, please reach out to make an appointment. I’d love to help you spend less time worrying about money - and more time on what gives your life meaning.