This advisor specializes in the following areas of expertise:
Cash Flow/Budgets/Credit Issues
Newlyweds & Novice Investors
Planning Issues for Business Owners
Retirement Plan Investment Advice
I am passionate about empowering people to live prosperous and secure lives. I am passionate about providing financial planning services that are truly in line with clients’ priorities.
As a CERTIFIED FINANCIAL PLANNER™, I am a believer in the effectiveness of the financial planning process. I am also a believer that this process can best be delivered under a fee-only approach, where the service is the focus. I do not receive any commission or referral compensation for the products I may recommend.
With over 15 years of experience in finance, I have also earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
I have started businesses, experienced life transitions, and am raising my own family in a new country. If you are experiencing a life transition or just need to put your financial house in order, I can help.