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Broker Affiliation: Morgan Stanley Smith Barney
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Identity Theft or Bankruptcy, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
I collaborate with you to implement and monitor your tailored wealth plan.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Securities Registrations or Exam Qualifications
Series 7
Series 66
Designations & Certifications
CFP®
Insurance Licenses
Life Insurance License
Health/Disability Insurance License
Fixed Annuity Insurance License
Variable Annuity Insurance License
Investment and Portfolio
Tax Planning
Retirement Income and Distribution
Estate, Trust, and Legacy Planning
Risk Management and Insurance
Cash Flow and Debt Optimization
Education and College Planning
Business Succession Planning
Equity Compensation Planning
Concentrated Stock and Diversification Planning
Pre-IPO and IPO Planning
Executive Compensation Planning
Charitable Giving
Cryptocurrency and Digital Assets
This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$120,000
Investable Asset Minimum
$100,000