Member Profile

I'm passionate about helping self-employed individuals and small business owners with fewer than 25 employees take control of their financial future. I specialize in guiding entrepreneurs through the complexities of saving and planning for retirement—while also helping them make smart, confident financial decisions in the day-to-day operations of their business.

I also enjoy working with W-2 employees between the ages of 45 and 65 who are starting to seriously evaluate their retirement readiness. I help them put the pieces together—savings, assets, and other income streams—to create a clear, personalized plan for replacing their income when they retire. My goal is to bring clarity and confidence to their financial future so they can transition into retirement with peace of mind.