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Your Roadmap to Financial Success

Featuring an 8-step roadmap that's jam-packed with resources to help you along the way.

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Invest in Tomorrow, Today.

Empowering Your Financial Journey from Paycheck to Prosperity.

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Stay Financially Informed

You're in!

Does this sound like you?

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Young Professional

Starting a business has its ups and downs.

Building a business is an exhilarating journey, but it comes with uncertainties and risks. As a founder taking bold risks to turn your vision into reality, safeguarding your investment and personal finances is crucial. 

Female doctor

Financial planning doesn't have to be overwhelming.

Embarking on a fulfilling medical career comes with its share of challenges. You've worked hard to earn a solid income, but the burden of student loan debt and the complexities of financial planning can be overwhelming.

Young Professional

Your dream job deserves a dream financial plan!

With your dream job comes benefits and a higher salary. Let's ensure your financial future aligns with your success, so you can make the most of your newfound prosperity and build a secure foundation for the life you've always envisioned.

Your financial ally.

Expert Guidance, Strategic Planning, and Personalized Solutions for Financial Success.

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Financial Planning

My ultimate goal is to help you achieve your short and long-term financial goals. I start by creating a comprehensive financial plan, utilizing advanced planning software*.


I then work closely with you to tailor and maintain this plan, ensuring you're on the right path while preparing for both expected and unexpected challenges.

*Based on 2022 T3/Inside Information Survey average rating results for Financial Planning Software

Services include:

  • Net worth assessment 

  • Cash flow and savings projections

  • Estate planning

  • Debt assessment

  • Retirement planning

Services include:

  • Net worth assessment and tracking.

  • Cash flow and savings projections.

  • Estate planning and guardianship considerations.

  • Debt assessment, refinancing, and payoff strategies (i.e. education, home, credit card, car, etc.)

  • Employee benefits reviews and recommendation.

  • Personal residence purchase analysis and projections.

  • Income tax projection and planning

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Investment Advice

The right investment choices can make or break your financial success, and my commitment is to set each client on a path to investing success.

I steer clear of the 'one size fits all' approach. Instead, I leverage cutting-edge financial technology to discern your unique risk tolerance and portfolio volatility.

Expertise includes:

  • Stocks

  • Bonds

  • Index Funds

  • Mutual Funds

  • ETFS

  • Cryptocurrencies

  • RSUs

  • Stock Options

  • 401Ks

  • Roth/Traditional IRAs



One of the most rewarding aspects of my role is being both an advocate and educator, empowering clients to make well-informed financial decisions consistently.

I specialize in distilling complex topics into engaging, enjoyable, and informative content. Our regular interactions aim to bridge any knowledge gaps. 

About Me

Get in Touch


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