Professional summary

CWM ® Chartered Wealth Manager - AAPM/AAFM ® Board
ChFEBC℠ Chartered Federal Employee Benefits Consultant

As the financial world becomes more complex, and investment choices multiply, careful planning becomes ever more important to helping individuals and business achieve their financial goals. As your Financial Fiduciary, our role is to work with you to help you develop a plan that lays out a clear path to your goals - a plan that we develop in collaboration with you - and one that you can follow with confidence in the face of the market's ups and downs.

Managing wealth involves much more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial

Engagement overview

Seminar or Educational Training from 30 Minute presentations to 2+ Hour holistic discussions on subject matter of client choice; inclusive of all presentation materials, handouts, etc. Total Fee is based on the extensiveness of the presentation, handouts, and discussion.

Individual fiduciary financial planning conversations for business/individuals upon request. Initial consultation for individuals, families, and business at no charge to the client.


I am a fiduciary to my clients, who range from multi million dollar familys, to corporate executives, business retirements plans, individual investors, and federal employees transitioning to the private sector...and as a fiduciary, all of my client information is held in the strictest of confidence.