Business Owners

Your business is likely your biggest asset. Have a personal financial plan that doesn't depend on it.
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Managing Partner
CFP®, AEP, ChFC, CLU
Broker Affiliation: LPL Financial
Languages: English
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

Your business is likely your biggest asset. Have a personal financial plan that doesn't depend on it.
GenX

You're sandwiched between kids and aging parents. Protect your own retirement first, not last
Women & Female Leaders

Know your full financial picture, even if someone else usually handles it. Ask questions until it's clear.
Divorce Planning

Don't sign anything until you understand the full tax and long-term impact of the settlement terms.
Retirement Planning

Know your number, not just your savings total, but what income it actually produces each month.
Sudden Wealth or Inheritance

Don't make any major decisions for six months. A windfall rewards patience, not speed.
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
You're smart and successful. But somewhere along the way, your financial life outgrew your ability to manage it casually, a business sale, an inheritance, retirement approaching, a divorce, a career shift. You want clarity. Instead you're getting conflicting opinions, tax complexity, and a nagging sense that a wrong move now could cost you years later. That's where I come in, not as another salesperson with a product to move, but as a guide who's walked this road with hundreds of families. I built my practice around a six-step process called the R.U.D.D.E.R.™ Method, so you always know where you stand and what's next. We start by reviewing where you are. Income, expenses, assets, goals, all of it, so nothing gets missed. Then we uncover what actually matters to you. Not just numbers. What retirement looks like in your head. What keeps you up at night. I design a plan behind the scenes. Every recommendation ties back to your goals, gets sequenced, and goes through internal peer review before you ever see it. We discuss it together, and you decide. I walk you through every option and tradeoff in plain language. Nothing moves without your sign-off. Then we execute, and I make sure you understand why. No black boxes, no jargon you're too polite to question. And because life doesn't stop changing, neither does the plan. I watch for tax law shifts, market moves, and life events, and I reach out before they become problems. As a CFP®, ChFC®, CLU®, and AEP®, and a fee based fiduciary I work with pre-retirees and retirees, business owners, women, those in transition, and tech and equity-compensation professionals, available nationwide through TeleWealth. The alternative to a real plan isn't neutral. It's drifting: overpaying taxes, missing Social Security timing, discovering gaps in your estate plan when it's too late to fix them. A clear plan is what stands between you and that outcome. If you're ready to stop guessing, let's talk
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Chesapeake Financial Planners are separate entities from LPL Financial.
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.
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
$0
Investable Asset Minimum
$0