Booking a meeting with me is more than a calendar invitation. It’s the beginning of a long-term relationship built on trust, clarity, and personal connection. From the very first conversation, you’ll experience my signature transparency. You’ll know exactly how I’m compensated, what you’re paying, and why—eliminating the guesswork that so often clouds financial advice.
Clients often describe their first meeting with me as a turning point. Whether you’re supporting aging parents, preparing for retirement, or simply ready to feel more in control of your financial life, I bring both calm expertise and a human touch. I’ll walk you through the big picture, explain the steps ahead, and simplify the complex—without overwhelming you with jargon or pressure.
What makes me different from other financial advisors? It’s the way I remember your story, check in at life’s important moments, and stay in your corner for the long haul.