Welcome to the website for my financial planning practice.  I trust that you find it to be informative and useful.

I've spent the past 18 years focused on building long-term relationships with individuals, families and business owners to assist them in achieving their financial goals.  In spite of the complexities of the financial world, my approach is straightforward: I want to know where you're at, how you got there, and where you'd like to go.  Through insightful questions and attentive listening, I collaborate with clients to determine and clarify their financial preferences, goals and priorities in order to design financial strategies to most efficiently reach those objectives.