As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I have experience assisting individuals in managing their finances and investments. I excel at bringing clarity to complex situations and navigating the tough trade-offs life often demands. My straightforward, common-sense approach to investing helps smooth out market volatility and cuts through the hype of trendy investment ideas. Rather than focusing on short-term gains, I emphasize developing a long-term strategy to help navigate the unpredictable turns ahead. Together, we can create a clear financial roadmap for you and your family. Reach out to me today to get started.
In addition to my CFP® certification, I hold an MBA from Carnegie Mellon University and a BS in Engineering from the University of Michigan. Outside of work, I enjoy spoiling my dog and cat, staying active, and exploring new restaurants. I'm also passionate about supporting charities focused on children, including Lunches of Love, which addresses childhood food scarcity.
