GenX
Between supporting children, helping aging parents, and managing careers, I help busy clients prioritize their finances while tackling the near-term issues.
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My Approach
I strive to be the advisor I once wished for: someone who sees the whole financial picture, plans ahead, and helps you make the most of your opportunities based on what matters to you. I put myself in your shoes and, as a fiduciary, make recommendations grounded in your best interests.
The Clients I Serve
Physicians & Healthcare
We combine strategic student loan management with intentional planning to help high-demand career professionals work toward greater financial flexibility in career and life.
Also: Women & Female Leaders
Major Milestones I Specialize In
Funding Education
For some families, education can be the most expensive purchase next to their home. It's important to have clear and optimal funding strategies based on your goals and your budget.
Widowhood
When life changes on a dime, you need someone you trust. You also need someone who listens and takes the time to work with you on a plan that reflects your needs and hopes for the future.
Also: Retirement Planning
Our 7 Steps to Financial Planning
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
My Process
I start with what matters most to you: your goals, your family, and the questions that keep you up at night. Then I connect every piece of your financial life, from cash flow and investments to taxes, retirement, and major life transitions, so each decision supports the bigger picture. I comb your plan for opportunities and optimal outcomes, then walk you through your options and trade-offs in plain language, so the choices you make feel right for you. My approach pairs sharp analysis with real personal attention and practical follow-through, including working directly with your other professionals to turn recommendations into action. As your life evolves, we revisit the plan together, so you always have clarity, confidence, and direction.
Disclosures
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.