Helping you live your best life.

A good teacher transforms complexity into clarity.

In a complex world, I help my clients gain clarity into their financial lives.

I started my practice to help sophisticated, busy, successful people:

✔ Gain clarity around their life and financial goals
✔ Become financially resilient
✔ Apply tax-efficient strategies

This allows clients to worry less and have the energy and time to spend their lives living. 

Education

  • Virginia Tech - Bachelor of Science, Industrial and Systems Engineering, Business Minor
  • James Madison University - CFP® Certification Education Program
  • The American College of Financial Services - Chartered Financial Consultant (ChFC®) Certification
  • Fuller Theological Seminary - Master of Arts in Theology

Qualifications

  • CERTIFIED FINANCIAL PLANNER© Professional
  • CHARTERED FINANCIAL CONSULTANT™
  • FINRA Series 7, FINRA Series 63 - Registered General Securities Agent
  • Life, Health, and Long-Term Care Insurance License
  • Fixed and Variable Annuities License

Northwestern Mutual Awards and Honors

  • Million Dollar Roundtable Qualifier
  • Platinum Award
  • Bronze Award
  • Life Impact Award
  • Sapphire Award
  • Pathfinder Award
  • Pacesetter 60
  • Pacesetter 40
Beach

Yes, I'm a CFP® Professional and a Fiduciary

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