CFP®, ChFC®, WMCP®
Helping high-earning professionals and retirees organize, grow, and protect wealth to be enjoyed and efficiently transferred to the next generation. I help high-income professionals and retirees bring structure, clarity, and confidence to their financial lives, especially in the critical years before and after retirement. If you’re wondering:
• “Am I on track for retirement?”
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“Will I have enough to live the life I envision?”
• “Is there a smarter way to manage what I’ve built?”
You’re not alone and you’re right to ask. I provide personalized, proactive strategies that align your money with what matters most.
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What I deliver:
� A clear, actionable financial roadmap
� Retirement strategies
� Ongoing partnership and decision-making support
� A human relationship—not a 1-800 number
I work best with people who are serious about their financial future and ready to take control of it with purpose and clarity. If that sounds like you, we should talk.
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Backed by a strong team:
Alongside my Branch Office Administrator, Amy Zaremba, we provide a high-touch client experience built on:
• Respect, confidentiality, and prompt follow-up
• Face-to-face meetings and flexible scheduling
• Long-term planning with real-time responsiveness
And we’re here to help you feel confident about your next step.
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About me:
I’m a husband, a dad of three, and an outdoors-loving, music-singing, coffee-drinking optimist. Our family includes two cats who are far too comfortable and one free-roaming bunny who thinks he’s in charge.
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The next step? You just need a starting point and someone who knows how to guide you from there.
� Message me directly or book a conversation. Let’s get your future working for you.
