Business Owners
Your business may be your biggest asset, but it shouldn't be your only retirement plan. Build wealth both inside and outside your business so you have options when it's time for your next chapter.
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My Approach
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.
The Clients I Serve
Executives
Your career can create significant wealth, but keeping it requires a plan. Make sure your compensation, investments, taxes, and long-term goals are working together, not independently of one another.
Retirees or Seniors
Retirement is about more than leaving work. It's about having the confidence that your financial resources can support the life you want to live while remaining flexible enough to adapt as circumstances change.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Financial independence isn't simply about having enough money to stop working. It's about having the flexibility to spend your time and energy on what matters most to you.
Retirement Planning
Retirement planning isn't about predicting the future. It's about creating a flexible strategy that helps you confidently navigate whatever the future brings.
Sudden Wealth or Inheritance
Sudden wealth can create new opportunities, but it also creates new responsibilities. Give yourself time to thoughtfully decide how these resources align with your goals, values, and the life you want to build.
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 help individuals, families, and business owners make confident financial decisions by connecting every investment recommendation to a comprehensive financial plan. Rather than focusing on short-term market movements, I work with clients to develop personalized strategies designed to help them achieve their long-term goals. My approach is rooted in understanding what matters most to each client, whether that's preparing for retirement, building wealth, planning for major life events, managing business transitions, or creating a lasting legacy. Together, we create a plan that reflects your values, priorities, and timeline, then revisit it regularly to adapt as your life evolves. What sets my practice apart is a commitment to education, transparency, and partnership. I believe successful investing is built on discipline, diversification, and a long-term perspective. Clients can expect thoughtful guidance, proactive communication, and an advisor who helps them stay focused on what they can control, especially during periods of market uncertainty. My goal is simple: to serve as a trusted partner who helps bring clarity, confidence, and purpose to every financial decision.
Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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.