I’m deeply passionate about good financial advice and believe you should be treated like a person, not an opportunity. I emphasize individualized advice and craft personalized plans that are intended to be lived out.
As a CFP® and CPA, I’m truly a “certified nerd.” It brings me great joy to geek out about the intricacies of finance. I have an extensive understanding of tax strategies that can help you optimize your savings.
My tax specialty and investment and financial planning expertise give my clients a competitive edge with their money. Financial success is just as much about keeping what you’ve earned as capitalizing on your wealth.
I love the beach, surfing, camping, and everything my beautiful state offers. Schedule a call below to get started and see if we could be a fit.
