Serve
My purpose in life is to help others. After a decade devoted to classroom teaching, I made a career change to provide support to people in an area even more confusing and stressful than mathematics: finance. I hope to guide people to a less stressful, more manageable mental space when it comes to money.

Differentiated
As a teacher by training, I know that even two people headed to the same place will take a different path and will arrive at different times. There are no two financial plans alike, and I’m committed to creating one that is authentically you.

Collaboration
When we begin the planning process, two or more pathways will emerge. I provide the key information about those pathways so you can decide which direction you’d like to head. I am the guide here to help you get to where you want to be.

Learning
My first and last steps are to learn as much as possible about you, your history, your hopes, fears, and dreams. When we develop next steps for your life, you are going to learn about the strategies, products, or investments that we use in your financial plan.

Values-Based
Any plan, financial or otherwise, only feels right if it is in line with your values. This applies to the broad direction of your plan, the way we express your plan, down to the individual companies you do business with.