You have reached financial stability and are nearing retirement, currently in the process of retiring, or have already retired.
You want to be involved in your planning but at the same time, want to leave the details to a trustworthy advisor who promises to make decisions based solely on what is in your best interests.
You are comfortable paying for comprehensive wealth management on an on-going basis.
You are looking for peace of mind and want to tune out the market and media noise and work with an advisor who can help you achieve a fulfilling and satisfying retirement.

I specialize in retirement planning and have spent more than ten years helping dozens of families prepare for and enjoy their retirement.
I enjoy maintaining a limited number of close personal relationships with families that I have the pleasure to work with. I look forward to and encourage clients to call me on my work or cell phone or e-mail me any time; I always make myself available.
I am a CFP® professional and have passed the rigorous entry process, requiring education, examination, experience, and ethics. In addition, I am also required to maintain and update my knowledge through ongoing continuing education requirements, much like an attorney, Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA).
I am a fiduciary, which legally requires that my advice and actions must be in your best interest. I’m also obligated to disclose any conflicts of interest.