If you’re looking for a financial partner who listens first and explains clearly, let's connect. I’m a financial advisor who believes that money is personal—and your financial plan should be too. With over 20 years of experience in corporate America and the White House, and a proud background as a U.S. military veteran, I now dedicate my career to helping individuals and families realize their fin
ancial goals and build lasting legacies. I’ve spent my career navigating complex systems, making high-stakes decisions, and leading with integrity. Today, I bring that same level of commitment to my clients—helping them take control of their financial future with clarity and confidence. Whether you’re planning for retirement, managing a major life change, or looking to secure your family’s future, I’ll meet you where you are—with straight talk, clear guidance, and a plan tailored to your unique goals. If you’re looking for a financial partner who listens first, explains clearly, and leads with purpose, I’d love to connect.