As a clinician for over a decade, I understand the pressures you face.

• The long, busy shifts

• The missed family holidays

• The unique challenges of managing a complex financial life while caring for others.

Just as you use early intervention to improve patient outcomes, I use proactive planning principles and long-term strategies designed to support progress toward your financial goals.

Wealth is about more than just numbers; it’s about creating a balanced plan that supports your well-being now and in the future. My mission is to help you reclaim your most valuable asset, your time, so you can focus on what matters most.

I use data-driven, tax-efficient strategies designed to take the guesswork and emotion out of investing. We focus on these "vitals" to help optimize your outcomes:

• Investment Choices: We focus on the strategic selection of diversified investments across your accounts, ensuring your portfolio is tailored to both your personal risk tolerance and your long-term risk capacity.

• Minimizing Fees: By prioritizing cost-effective investment options, we ensure you don't pay more in internal costs than necessary, keeping the focus on strategies that provide clear, demonstrable value.

• Emotional Discipline: Just as in clinical practice, it is vital to remain objective; I help keep you focused on the variables we can influence rather than worrying about the noise of market fluctuations.

• Asset Location: We coordinate your various investment accounts to help set up your portfolio to be tax-efficient, optimizing what specific assets are held in which accounts.

• Portfolio Rebalancing: We utilize systematic rebalancing to maintain your target portfolio during times of market volatility, moving your investments back to baseline when the market fluctuates to keep your plan on track.

Taking the first step toward a clear financial path is designed to be seamless and transparent.

• Explore My Client Service Guide: Gain full transparency into our wealth philosophy, annual service calendar, and fee-only pricing schedule.

• Schedule a Complimentary, No-Commitment Meeting: Let’s discuss your unique financial goals and questions to see if our Comprehensive Financial Care model is the right fit for you.