As Senior Wealth Manager at Wealthpathfinders, I help individuals, business owners, and nonprofit organizations build financial clarity and long‑term confidence through personalized planning and disciplined guidance. With more than 24 years of experience in the financial industry, I bring a seasoned perspective to every client relationship. I am both a registered representative and an investment advisor representative, offering securities and advisory services through Cetera Advisors LLC.

My work centers on helping clients understand their options, define their goals, and implement strategies that support the life and legacy they want to build. I provide comprehensive planning across tax management, investment management, retirement income strategies, estate and trust conservation, insurance and annuity solutions, Medicare planning, and college funding strategies. I am also licensed for multiple forms of insurance across various states, allowing me to integrate risk management seamlessly into each client’s financial plan.

Clear communication is a core part of my approach. I believe clients deserve straightforward explanations—not jargon—so they can make informed decisions with confidence. Every plan I design is grounded in a personalized analysis that serves as a roadmap toward a more secure financial future. Whether I’m working with a self‑employed professional, a growing family, a business owner, or a charitable organization, my focus remains the same: understanding their values, priorities, and concerns, and building a strategy that aligns with their vision.