Business Owners
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Founding Partner, Senior Vice President
CFP®
Broker Affiliation: Wells Fargo Advisors Financial Network
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
Physicians & Healthcare
End of Life and Legacy Planning
Retirement Planning
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
Many professionals and families reach a point—often as retirement approaches or responsibilities grow—where financial decisions become more complex, but clarity hasn’t necessarily kept pace. Investment decisions, long term legacy goals, and the tax implications surrounding them can intersect in ways that feel difficult to manage alone. My role, along with our team at Conservant Capital, is to help bring structure and clarity to the full financial picture so clients can move forward with confidence. We work with professionals and families navigating complex retirement and legacy planning needs. As a team, we develop comprehensive plans and manage investments with a disciplined, long term approach—rather than focusing on isolated decisions, we help clients understand how each choice can fit into the broader plan over time. We also coordinate thoughtfully with clients’ accountants, attorneys, and other trusted professionals to help ensure planning decisions remain aligned as life evolves. As circumstances change, we remain actively engaged—adjusting plans and investment strategies as needed, communicating clearly, and helping clients stay confident in their direction. As a CERTIFIED FINANCIAL PLANNER® professional, I place a strong emphasis on education, responsiveness, and long term relationships. Clients often tell me they value having a team that helps them understand the implications of decisions and feel comfortable with both the process and the path forward.
CA Insurance License Number: 4127618. Resident State TX This information is intended for use by residents of AL, AR, AZ, CA, CO, FL, GA, KY, MA, MD, MI, MO, NY, OK, SC, TX, and UT only. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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.
Household Income Minimum
$0
Investable Asset Minimum
$0