I build deep connections with people to help guide them though the complex waters of modern financial life. From investments to taxes to cash flows and beyond, I work one-on-one with my clients to help them construct a plan they are truly confident in. While Finance used to mean buy a stock or two and hold them for 50 years, we now swim through complex waters of investments, lending, insurance, taxes, trusts and more. My talent lies in translating this world into a language we can all understand, and I use this to guide my clients throughout their lives. My goal is to build deep relationships with each of my clients so I can provide guidance that isn’t copied out of a textbook but is tail