After more than thirty years as an Investment Manager and Analyst, I now serve clients as a Financial Advisor at Planning Alliance, supported by Park Avenue Securities, Guardian Life, and the Living Balance Sheet. My focus is helping families and business owners navigate the complexities of financial planning with clarity and confidence.

I work closely with each client to build a personalized financial plan that brings together every part of their financial life while aligning with their goals and concerns. Together with my team, I monitor each client’s plan to ensure it stays on track over time.

I bring passion, honesty, humility, and a long-term perspective to every relationship. Earning the CFP®, CFA®, and ChSNC® designations reflects both my commitment to excellence and my dedication to standing apart in the service I provide.