My financial planning approach is holistic, education-driven, and highly personalized. By teaching clients financial concepts that are often overlooked and taking the time to truly understand their goals, careers, and lifestyles, I develop strategies designed to help both grow and protect their wealth. I believe clarity leads to confidence, and my goal is to equip clients with the insight they need to make informed, empowered financial decisions.
I specialize in working with law enforcement professionals — particularly U.S. Secret Service agents — as well as young professionals, women, young physicians (including residents and fellows), and young families. Having previously worked at the Secret Service training facility, where I helped train new recruits, I bring a deep understanding of the unique financial considerations, benefits structures, and career risks associated with this profession. This firsthand experience allows me to provide advice that is not only strategic, but highly relevant and practical.
By focusing on niche-specific planning and tailoring recommendations to each client’s occupation and long-term goals, I offer a level of customization that goes beyond traditional financial planning.
My scope of services and experience includes:
- Business and Personal Financial Planning
- Business Buy and Sell Agreements
- Investment Portfolio Management
- Charitable Planning
- Tax Strategies
- Wealth Management Strategies
- Income and Asset Protection
- Retirement and Distribution Strategies
- Asset Analysis and Estate Planning
- Long-Term Care Planning
Licenses:
- Life, Health, and Disability Insurance
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
Outside of work, I enjoy staying active by riding horses, dancing, and working out. I value discipline, balance, and continuous growth — principles that guide both my personal life and my work with clients.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4504535.