Specializations and who I work with:
- Working with first-time Homebuyers, individuals starting their first financial plan, or navigating a career change, I specialize in working with Young Professionals.
- I specialize in working with Pilots and individuals in the Airline Industry. As a private pilot myself, flying is a true passion of mine. Similar to flying, financial success requires developing a plan and taking a process-oriented approach.
- I specialize in navigating the complex issues of concentrated individual stock, company/employer stock, and stock options.
- As a spouse of an educator, I passionately advise Teachers and the Education Community.
I enjoy working with clients dedicated to their long-term financial success. Similarly, I appreciate working with clients who have similar passions, including flying, hunting and fishing, golf, the outdoors, college football and traveling.