Senior Consultant
I’ve always had an appreciation of team sports, mainly basketball and football. It’s remarkable how similar the dynamic of team sports is to comprehensive financial planning. Whether we are drawing up how to defend against a pick-and-roll offense or calculating how we may generate retirement income for a client, we work as a team to develop a straightforward strategy designed to accomplish the goals at hand.
I understand and cherish the trust that every family and business places in our team. We want our clients to know what they own and why they own it. And just like how an opposing team can necessitate a strategy change at halftime, we’ll work tirelessly for every client to monitor market conditions in relation to their plan, inform them of needed changes and navigate the various challenges they may face.
- BS Finance – George Mason University
- CFP® – The American College
CA Insurance License # 0J04419
