I work to help individuals and families committed to their retirements live comfortably, overcome investment complexity and create meaningful legacies using straightforward financial advice and strategies. Having earned both the ABFP™ and AAMS™ designations, I strive to deeply serve investors, business owners and blended families as they invest in a variety of markets. My goal is to partner with people to build personalized strategies to help them simplify, consolidate, grow, protect and hopefully, enjoy their wealth.