Asset Management Resources

About Us

I am a financial planner, advisor, counselor, and educator who works with individuals, families, businesses, and non-profit organizations. Whether it’s formal education from schools and professional organizations, getting to know people in my personal and professional relationships, or just through my life experiences, I feel like I’m always learning. I love being able to take that education and knowledge and find ways to use it to make the lives of my clients and students better. It helps me to align their finances with their personal values. I have been quoted in MarketWatch.com, CNBC.com, Barron’s, Investment News, Retirement Advisor Magazine, and NBCNews.com.