As a CERTIFIED FINANCIAL PLANNER®** professional, I specialize in helping clients pursue their financial goals with confidence. Whether you’re planning for major life events, building wealth, or preserving your legacy, I provide independent, practical advice tailored to your unique needs. My commitment to always act in your best interests ensures we build a partnership based on trust, transparency, and lasting value.
I’m passionate about creating personalized strategies that empower clients to make informed decisions. By deeply understanding your goals and challenges, I guide you through every step of the financial planning process—from clarifying priorities and developing actionable plans to implementing strategies and adapting to life’s changes. Together, we’ll celebrate your financial victories and stay on track for long-term success.
My diverse background in the financial industry and the entertainment world gives me a unique ability to serve professionals in sports, entertainment, and hospitality. I understand the complexities of managing copyrights, royalties, publishing, and distribution, allowing me to deliver tailored financial solutions that resonate with your career and lifestyle.
In addition to advising clients, I lead a high-performing wealth management team with operations, ensuring efficient, client-focused service. My previous roles as a private banker and brokerage associate honed my expertise in lending and investment strategies for high-net-worth individuals and thriving businesses.
Let’s create a financial plan that works for you—so you can focus on what matters most. Reach out today to get started on pursuing your goals.
* Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
**Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER®in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.