As a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Financial Counselor®, my goal is to help my clients learn to help themselves. Believing that every individual should have the tools and skills needed to shape their financial future, I offer my clients counseling and education to help them achieve their goals and dreams.
It doesn't matter whether you have student loans, credit card debt, or thousands to invest. My clients are not turned away for failing to have a minimum net worth, because I offer counseling in a sales-free practice. I maintain a vetted network of legal and investment professionals.
I have worked with military service members and their spouses, minorities, individuals, couples, college students, and employer groups. Anyone wishing to improve their financial well-being through financial counseling is welcome.
My clients have overcome anything from five-figure credit card debt to systematically paying off six-figure educational loans. Through structured guidance, they have invested and grown their retirement, emergency, and college savings. Together, my clients and I meet their goals.