Member Directory

As a financial planner who specializes in working with small business owners, I understand the unique challenges you face in running your business and planning for the future. My goal is to help you retain key clients, protect the assets you've worked hard to build, and reduce your tax burden so you can save more for retirement. I've developed a proprietary process that’s specifically designed to create better financial outcomes for both your business and personal life. Whether it's securing your financial future or navigating complex financial decisions, I'm here to guide you every step of the way. And when I'm not working with my clients, you'll find me out on the golf course or enjoying a day of fishing—because I believe in a balanced approach to life, both in and out of the office.