With a dynamic career in finance spanning over 21 years, I have cultivated a diverse skill set that equips me to address a wide range of financial needs. From founding my own mortgage lending company, where I gained firsthand experience in the challenges and triumphs of home financing, to serving as Vice President of Commercial Lending at a major national bank, I have developed a deep understanding of the financial landscape. This background has not only honed my analytical skills but also fostered a passion for empowering clients to take control of their financial futures. Today, I leverage this extensive experience to provide strategic insights and tailored solutions that help clients navigate their unique financial journeys. I am passionate about helping individuals and families from all backgrounds achieve their financial goals. By taking a holistic approach to financial planning, I assess each client’s unique situation and aspirations. This allows us to develop personalized strategies that align with their dreams and objectives. My framework is built on the 4 Pillars: Growth, Income, Taxes, and Legacy. Whether you’re navigating home financing, planning for retirement, or seeking to optimize your financial portfolio, I’m here to provide guidance and support every step of the way.

NMLS #1097156