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Chief Operating Officer & Wealth Manager
CFP®
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 work best with people who are seeking balance between their financial goals and personal values. As an empathetic listener I'm dedicated to helping others through good times and bad. Naturally curious, I ask thoughtful questions and listen intently. Always striving to be viewed as a trusted advisor I influence forward thinking by confidently expressing ideas. I believe portfolio performance should be measured against client comfort, confidence and goal attainment. Outside of financial planning my focus is on cherishing each challenge and experience associated with raising three fantastic children and one spoiled dog. I am an avid cyclist who has biked across the country and successfully competed in many premier one-day ultra endurance events. When not enjoying family or riding my bike as fast as possible you will find me in the workshop handcrafting furniture for our family’s home.
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.