You’ve Had a Big Financial Shift- Now What?

  • ✅ In advisory relationships, I serve as an Investment Fiduciary— legally and ethically putting your best interests first

  • ✅ Accredited Wealth Management Advisor™ (AWMA®) — advanced training in high-net-worth planning

  • ✅ Specialization in inheritance, newfound wealth, and major life transitions — with both financial planning & investment management offered

The decisions you make now can shape your future. We help inheritance recipients, people with newfound wealth, and those in major life transitions make clear, informed choices through planning and investment management.

Let’s start mapping your next step

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.