Our team

As a fiduciary financial advisor and Certified Financial Planning PractitionerTM, my approach is client-centric and relationship-driven. We believe in comprehensive wealth management—helping you align your financial goals, values, and lifestyle through every stage of life. Rather than just picking investments, our process starts with discovery: we take time to understand what matters to you, then build a personalized retirement planning and investment strategy that grows and adapts with you. We see ourselves as a true partner in your financial life, committed to transparency, education, and always acting in your best interest.

Yes, I am proud to serve as an independent financial advisor through Dynamic Wealth Advisors, an independent Registered Investment Advisor. What does this mean for you? Freedom from corporate sales quotas or product restrictions. Our independence ensures that we can seek out the best-of-breed investment products, financial planning strategies, and retirement solutions—wherever they may be found—to help you achieve your unique goals.

Our investment process is both disciplined and tailored to you. We begin by mapping out your entire financial picture—reviewing your goals, risk comfort, time horizon, cash flow, and tax situation. With that foundation, we build a diversified portfolio aligned with your "glidepath": your personal journey to and through retirement. We monitor your investments regularly, rebalancing as needed for performance, risk management, and changes in your life. Everything is tracked in the context of your broader financial plan, not just in isolation.

Our dedication to comprehensive financial planning and looking at the "big picture"—not just investment returns.

Our focus on personal growth and quality of life; for us, money is the means to support the life you want, not just an end goal.

Our unique annual review of 13 key wealth management issues, from estate planning to tax strategies, risk management, and charitable giving, so you’re protected from surprises.

We’re passionate about creating meaningful impact with clients who value stewardship, integrity, and forward-thinking advice.

Every aspect that matters to you, matters to us.

Our team is here to help with investment management, retirement income planning, tax strategy, cash flow optimization, legacy and estate planning, charitable giving, education funding, risk management, and big life transitions. Our goal is to build an actionable plan that brings all the pieces of your financial life into harmony.

Yes. As part of a holistic approach, we collaborate with a trusted network of CPAs, estate planning attorneys, insurance specialists, and other vetted professionals. If a specialized issue arises, we’ll help coordinate with the right expert—always with your permission and without sharing or receiving referral fees. True comprehensive wealth management requires a team approach, and we’re committed to seamless, client-centered coordination.

Our promise is high-touch, highly responsive service. You can count on us to answer your questions and provide guidance as needed, without billing you for every interaction. The vast majority of client communication—phone calls, emails, virtual or in-person meetings—is included in your ongoing advisory fee. If something falls outside our typical services, we’ll be upfront about any potential additional cost, but for most clients, ongoing access and support is simply part of the partnership.

We tailor communication to your preferences and needs. Most clients prefer 2–4 formal reviews annually, while some opt for more frequent touchpoints or quick check-ins at key life or market moments. At a minimum, we meet at least once per year to ensure your plan stays on track. Our proactive outreach, regular investment reviews, client education, and email updates keep you informed at every step.

We use a transparent, hybrid compensation model. Most clients are billed as a percentage of assets under management (AUM), ensuring our incentives are aligned with your success. If a commission-based solution is in your best interest for a specific product, we’ll explain all pros/cons and disclose costs clearly before moving forward. No hidden fees, and no surprises—just open, fiduciary financial advice designed for your circumstances.

Our optimal client relationship starts with $500,000 of investable assets, which allows us to deliver the highest level of personalized wealth management. If you’re not there yet, reach out anyway—we believe everyone deserves strong financial planning advice. We can discuss “plan-only” engagements or connect you with a trusted colleague who can meet your needs. Our mission is to help as many people as possible put a secure financial glidepath in place for the future.

Ready to build a partnership with a fiduciary, independent advisor focused on your whole life—not just your investments? Reach out today, and let’s see how clarity, confidence, and genuine stewardship can transform your financial journey.