I have a passion to help clients achieve financial peace of mind so they can not only achieve their goals but also enjoy life along the way. I've been in the industry since 2014 and received my CFP® designation through Kaplan’s program at Duke University in 2017. I enjoy helping clients create and implement a financial plan that is specific to their needs, values and goals.

Questions I can help you answer:

Young Professionals

How can I effectively manage and pay off my student debt?

What is the best way to start building an emergency fund?

How should I prioritize saving for retirement vs. other financial goals?

What investment options are best for someone just starting out?

Mid-Career Professionals

How can I maximize my contributions to retirement accounts?

What strategies should I use to save for my children’s education?

What should I do with my equity compensation? (RSU's, ESPP etc)

How do I balance saving for retirement with paying off a mortgage?

What are the tax implications of my investment choices?

Pre-Retirees

How much should I save to ensure a comfortable retirement?

What are the best strategies to minimize taxes in retirement?

How should I adjust my investment portfolio as I approach retirement?

When should I start drawing Social Security benefits?

Retirees

How can I create a sustainable withdrawal strategy for my retirement savings?

What are the best ways to manage required minimum distributions (RMDs)?

How can I protect my assets from long-term care costs?

How can I make my money last throughout my retirement years?