Our Clients

My team strives to make a significant impact on your life. 

We Specialize in Working With 

Post-Marriage, Post-Home Purchase Families  

These families have moved past the "start-up" phase in life and now have disposable income to plan for their future. They are typically looking to start a family and prepare for the next stage of life and subsequent upgrades. These mature young professionals are ready to take their financial planning to the next level. 

Real Estate Investors/Owners 

I have a deep passion for real estate, extensive experience in this area, and enjoy working with individuals in this field. Real estate often plays a significant role in long-term planning, which presents distinct challenges my team is equipped to help navigate. 

Pre-Retirees and Retirees 

My team excels in serving individuals in the "golden 15 years" (10 years prior to retirement and the first 5 years into it). If you're seeking clarity on what retirement will be like, we can provide the answers you need. We also help coordinate the optimal use of your saved assets to create tax efficiency and maximize your goals, whether they are estate planning, inheritance, or living life to the fullest with your resources. 

Driven, High-Income Professionals 

Our clients also include driven, high-income professionals such as traveling nurses, medical professionals, entrepreneurs, and corporate professionals in the finance and tech fields. They have disposable income and specific goals for their financial future. My team helps them allocate their resources towards achieving these goals and growing their wealth appropriately.

We approach planning as a process not an event. 

Our commitment is to create a practice centered around our clients, delivering a first-class experience in comprehensive financial planning. This includes: 

Annual Touch Points 

Detailed Onboarding Process 

Responsive Communication 

 

Our goal is for you to become wealthier—not just financially, but in mind, spirit, and family time. However my clients define wealth, I want you to have more of it because you know me. 

Whether you need assistance creating a vision and roadmap for the future, defining and committing to your goals and a plan of action to achieve them, hedging against the uncertainties of life, or putting together the financial pieces starting a conversation is the right next step. 

What's On Our Client's Minds?

What should I be doing with my money? 

I really want to save money for x?  How can I do that? 

I have x big dream and have no idea how to go about making it happen.  Can you help? 

Am I doing the right thing? 

Will I ever be able to retire? 

How do I invest? 

What should I be doing with my investments? 

What are the steps to buy a home? 

Am I on track for my goals? 

If any of these questions sound like you. We appreciate your consideration and would enjoy helping you achieve your financial goals and enriching your life in every way possible.