For more than 20 years, I've worked with individuals and families to help them navigate the transition from building wealth to preserving it, generating income, and planning for the future.
- 1Building wealth
- 2Preserving it
- 3Generating income
- 4Planning for the future
I primarily work with clients between the ages of 45 and 70 who have accumulated meaningful assets and are beginning to think more intentionally about retirement, tax efficiency, and how their wealth will support both their lifestyle and the next generation.
My approach is centered on bringing clarity and structure to complex financial decisions. I focus on retirement income planning, tax-aware strategies, life insurance, long-term care considerations, and business succession planning. Rather than offering one-size-fits-all solutions, I take the time to understand each client's situation and develop strategies aligned with their long-term goals.
Before establishing my career in financial services, I was a mathematics teacher and chess coach. During that time, I developed and taught courses in Financial Mathematics and Financial Literacy, helping students understand investing, financial planning principles, and tax strategies.
I also believe in incorporating alternative and actively managed investment strategies as part of a broader portfolio—aimed at helping manage market volatility and reduce exposure to significant downside risk over time.
- 1Mathematics teacher and chess coach
- 2Taught Financial Mathematics and Financial Literacy
- 3Financial services for more than 20 years
Help clients make thoughtful, well-informed decisions so they can move into retirement with confidence and pursue the lifestyle and legacy they envision — knowing their financial future is secure.
Articles listed below, by publication
Retirement planning & income
- 12 Investments No Retiree Should Make — Kiplinger
- Retiring to Florida? Hidden Costs Could Drain Your Budget — Kiplinger
- Is There a Best Day of the Year to Retire? Experts Explain — GOBankingRates
- How and Why Men and Women Retire Differently — U.S. News & World Report
- 5 Ways to Build an Emergency Fund When Relying on Social Security — GOBankingRates
Investing & the economy
- Alternatives to the Rule of 72 — MSN Money
- $3,000 Gold Price: What It Says About Expectations for the Economy — MSN Money
- High Gold Prices Are About the Dollar But Recession Fears Can't Be Ruled Out — U.S. News & World Report
- Investing Myths That Can Hold You Back — AOL Finance
- You Can Now Use Your 401(k) to Rebuild After a Natural Disaster — But Should You? — MarketWatch
Consumer finance & money strategies
- When Will Credit Card Interest Rates Drop Below 20%? — CBS News
- Does Credit Card Debt Forgiveness Really Work? Experts Weigh In — CBS News
- Wealth Perception in America: What It Takes to Feel Rich in 2025 — GOBankingRates
- This Is How Much Money Americans Say They Need to Feel Rich — Travel + Leisure
- My Situation Seems Hopeless... Can I Afford a House? — MarketWatch
Real-life financial questions
- The Delicate Art of Firing Your Financial Adviser (Even When They Are a Friend) — Kiplinger
- Am I Still Way Behind? I'm 50 and Want to Retire at 60... — MSN Money
- Pig Butchering, Fake Friends and 8 More of the Craziest Financial Scams — MSN Money
- How Much Money Americans Need to Feel Rich — Yahoo Finance
- I'm 25, Engaged, and Have $150K in Savings — What's My Next Move? — MarketWatch