I've always had a desire to help others and have taken great satisfaction in seeing them achieve their goals and objectives. As a child whose formative years were largely defined by a lack of structure and direction, the selfless intervention of several impactful mentors who stepped in to fill the void forever changed the trajectory of my life. As a result, it has fueled a deep desire in me to have the same positive influence on others. Financial planning has provided me with that opportunity. As people attempt to navigate and make long-term decisions regarding one of the most important—and often overlooked—-aspects of their lives, it gives me a great sense of satisfaction to walk alongside them and to provide any lacking direction.

Once in the midst of an overwhelming workload, a mentor asked me, "How do you eat an elephant?" Before I could respond to such an absurd question he simply said, "One bite at a time". Financial planning can feel just as overwhelming, but you have to at least 'come to the table' to get started. All jokes aside, people often find this first step of 'coming to the table' to be the most daunting. Will I ever be able to retire? Where should I invest? Is it safe? Will my family be financially secure if something happens to me? These are a few of the important questions many don't like to think about, and the answers may sometimes seem complicated. In partnering with me, my objective is to provide clarity and direction in the form of a customized plan specifically tailored to your financial objectives.

After leaving the corporate world several years ago, I really wanted to be able to work more one-on-one with my clients. That's why I have chosen to join Shadowbrook Private Wealth and their personalized, uniquely-tailored approach to financial planning. I don't day trade, rather I plan and invest to meet your specific needs. From the initial consultation to financial plan; from insurance to real estate holdings you can rest assured that our partnership will provide solid direction towards accomplishing your financial objectives and ultimately peace of mind.