Financial Wellness Advocate | Certified Bourbon Steward | BBQ Enthusiast | Homeschool Family
As a financial planner, I am here to break the stereotype that you must be wealthy to work with a financial planner. In our practice, we help everyday Americans manage their surplus and protect what is most important from risks seen and unseen, allowing them to have confidence and optimism in their future.
Our approach to planning is rooted in discovering what makes money meaningful to my clients and nurturing lifelong partnerships with them. Through education and a personalized plan of attack, we can help the middle class not only survive but thrive!
CA Insurance License # 4035842