Get Financially Fit

As a true fiduciary with objectivity, empathy, and integrity at the forefront, I assist my clients through life's transitions and beyond. Together, we conquer complex tax and financial planning decisions. Meetings by appointment conveniently at your home or office, phone/web meeting, or my home office. I do my best to accommodate your busy schedule (evenings and weekends included). Whether leaving the military, retirement, divorce or loss of a loved one, I'll assist as a fiduciary and without a product sales focus. In fact, I don't sell insurance or financial products at all. We'll communicate, plan and take action. The end result is a better understanding of tax and financial topics, and a sense of mindful peace while accomplishing goals. I provide a very high-touch service with lightning fast response times. My education and experience is second to none.