Guidance Rooted in Strategy. Advice Built on Trust.
As a financial professional, I offer investment services designed to help you pursue your financial goals with confidence. Whether you’re planning for retirement, saving for education, or building long-term wealth, I provide personalized strategies that align with your values, timeline, and risk tolerance.
📊 What I Offer
Personalized Portfolio Management
Your financial journey is unique—your investment strategy should be too. I tailor portfolios to reflect your goals, lifestyle, and tax situation, leveraging Avantax’s robust platform and research tools.
- Asset allocation strategies
- Risk-adjusted portfolio construction
- Ongoing performance monitoring
Retirement Planning
From IRAs to employer-sponsored plans, I help you make informed decisions to secure your future.
- Traditional & Roth IRA guidance
- 401(k) rollovers and optimization
- Retirement income strategies
Tax-Smart Investing
As part of the Avantax network, I integrate tax considerations into every investment decision—helping you keep more of what you earn.
- Tax-efficient fund selection
- Capital gains planning
- Coordination with your CPA or tax advisor
Education & Legacy Planning
Investing isn’t just about today—it’s about tomorrow. I help families prepare for education costs and build lasting legacies.
- 529 college savings plans
- Trust & estate investment strategies
- Charitable giving options
🧭 Why Work With Me?
- Independent Advice: As an Avantax-affiliated advisor, I’m not tied to proprietary products. My recommendations are based on what’s best for you.
- Integrated Tax Focus: Avantax’s tax-smart approach sets us apart—your investments are designed with your tax picture in mind.
- Relationship-Driven: I take time to understand your life, not just your balance sheet. You’ll never be just a number.
📞 Ready to Take the Next Step?
Let’s talk about your goals and how we can build a strategy that works for you. Whether you’re just starting out or refining your existing plan, I’m here to help.