Our Team

In 2007, after several years in business, I ventured into the financial planning industry, specializing in corporate tax planning for business owners and professionals. My passion lies in helping individuals create tailored financial strategies to achieve their unique goals, with a particular focus on wealth building.

I believe that many people are not taking full advantage of proper financial planning to minimize taxes. While paying our fair share of taxes is essential, I'm dedicated to ensuring you don't overpay. Whether you're already successful or just starting your financial journey, I'm here to work with you.

Although personal financial planning is a significant part of my practice, I'm particularly enthusiastic about working with professionals and business owners. I enjoy hearing the stories of how it all began, the challenges you've overcome, your successes, and your ultimate goals. Even if you've already done extensive planning, I'm confident that I can bring new ideas to the table that will add significant value without wasting your time.

Please feel free to reach out if you'd like to schedule a meeting. I'm here to offer a friendly and professional approach to help you navigate the intricacies of financial planning and taxation. Your financial success is my top priority, and I look forward to assisting you in achieving your goals.

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.

The process I follow to create each plan includes:

• Gaining a clear understanding of my clients’ goals and dreams
• Analyzing their situation and identifying gaps
• Building a plan to help them achieve their short-term and long-term goals
• Reviewing their plan regularly to ensure it continues to meet their changing needs

I look forward to working together in helping you reach your goals.