About me

I became a financial planner because of my interest in personal finance and my passion for helping people. I make a commitment to help my clients by using the knowledge and experience I’ve gained over the past 30 plus years. It is a joy to provide financial advice and counseling to people who are seeking to live a less stressed, independent, and financially balanced life. I am grateful to have had the privilege to do so over the years, and I look forward to helping many more in the future.