Client Centered
If you're retired, near retired, have kids in college or close to entering college, experiencing the downturn of the economy...
I am passionate about being an advocate for my clients, their families, business owners, and the causes they believe in. I have been humbled to be a part of major life events in my client’s lives for over 30 years. I understand the promise and perils of wealth on families. My goal is to provide my clients with simplicity, peace of mind, a deep understanding of what drives them, and tools to define, measure, and track their goals.
Additionally, I am both spiritually and formally trained, I work with churches and nonprofits to help their donors continue to fund impactful programs within God’s kingdom. I seek to help all with whom I work with to answer God’s call on the gift of creating wealth and ensuring that it positively impacts them, their family, and their community.
I am here to help you. Let's talk!