I’m a Senior Financial Advisor at Fiduciary Financial Advisors.

One of the most satisfying and rewarding aspects of working with clients is to help them build a plan that meets their current needs, addresses challenges, and increases their confidence in the present as well as the future. I have enjoyed working with many of my clients for several years. Seeing them reach personal, professional, and financial goals and enjoy the rewards of their efforts is one of the most important reasons I enjoy what I do.

I have a mix of different clients, but also have a group who are dental and medical professionals. I assist them with their practice management decisions as well as their personal and family needs and objectives. Having a plan that creates synergies between their professional and personal goals helps them enjoy their role as an owner with less stress and more confidence. Any dental, medical, or veterinary professional, or other small business owner can benefit from a holistic approach that provides coordinated strategies for both business and home. And eventually, having a plan to then execute a transition from being an owner and realizing value for what they’ve built is very important. I have been working through this process with clients for over 20 years and it’s rewarding to see clients successfully navigate this part of their career.

A bit more about me:

My family, friends, and our dogs occupy much of my personal time. I love to cook, seem to have accumulated too many cookbooks, and enjoy all types of cuisine. I also love gardening, growing many of my own herbs, and anything that gets me outside, year-round. We also enjoy taking road trips to favorite or new destinations whenever we can get away.