I work with CEDRUS to guide individuals, families, and businesses as they navigate the world of financial planning. Areas of practice include estate planning, tax planning, real estate, investment management, risk mitigation, education planning, and more. By building meaningful and genuine relationships, and employing innovative wealth strategies, I aim to help clients foster purpose and strengthen their families and businesses. The firm is comprised of fiduciaries dedicated to identifying and implementing truly optimized solutions for our clients. My journey into the financial world was preceded by an engineering role in the midstream and renewable energy sectors. I have my EIT certifica