Trusted family advisor and financial education lead

Your ambitions are uniquely yours. I'll take the time to understand what they involve and help you plan for the future. Your customized plan includes strategies and solutions to help you manage your wealth—with the flexibility to change as your needs and goals do.

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Who We Help

My life vision to spread financial literacy to our community. As your financial planner, I will prioritize your family’s education, ensuring you know and understand the impact of your financial decision and share my life learning to better manage your wealth, so you can then take that success back to your families and communities to help them thrive.

Healthcare Professionals

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Business Owners

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Individuals & Families

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Four Steps to knowing if your investments are on-track

Whether you have recently discussed your finances with your current advisor but would look a second opinion, or are left with more questions, our team is happy to provide you with a no-obligation review of your overall financial picture, regardless of whether or not you are a client.

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Recent Posts

Interest rate mood swings

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

The Fed adjusts its focus, but the rate outlook remains blurry

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

Energy stocks: A hedge to rising geopolitical risk

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.