Financial Planning and your investments are too important for you to handle alone. My clients realize it is vital to having a partner that can help them with any aspect of their financial lives.


Like many of my engineering clients, I am also very analytical by nature and love to get into the numbers with them!

Medical Professionals

I grew up with a family that had a lot of nurses and saw the day to day that all medical professionals must deal with. You all give so much to others but rarely have the time to take care of yourself.

Genuinely Nice People

Not an engineer or medical professional, that’s perfectly fine. My last characteristic is nice people! All relationships are built on respect and the foundation of our relationship will be built in the same manner.