I help successful people work toward the goal of living their very best lives.
Although many people think money can’t “buy” happiness, I know from experience that it certainly can help. With wealth often comes anxiety, however, especially for those who don’t know the ins and outs of financial planning, investments, and money management.
I have been a financial planner and wealth management specialist for over 20 years, and I work to help people navigate the many complexities money can bring.
A graduate of Yale University and a Certified Financial Planner™, Chartered Life Underwriter®, and Chartered Financial Consultant®, I am passionate about education, viewing it as a lifelong process. My areas of experience include securities, trust, wills, investments, and retirement planning.