As someone who believes that the key to financial success lies in financial education, I pride myself on an education first mentality. In my career I have focused on being a financial resource for and providing financial education to small business owners, doctors and dentists who are care about their financial future.
My goal, as a trusted advisor for my clients and their families, is to educate first and help them understand choices they are able to make in their financial world and the potential outcomes of those choices. I strive to be a financial resource for each and every person I meet.
Over the past 15+ years I have had the privilege of working with some of the best business owners, physicians and dentists out there and have learned just as much from them as I have taught. Through those dealings I have gained a unique understanding of their financial issues and questions that allows me to better serve this community.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Four Tips for Getting the Most From Your Life's Work
Some things to consider when contemplating selling your business
Sustain financial well-being or create wealth through these actions.
No one knows when the next recession will hit, but there are things you can do to prepare for it
401(k) savings are taxed as ordinary income when funds are withdrawn.
As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests.
Without your knowing, your investment portfolio could be off-kilter.
Understanding the value of a home warranty.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations?
Have you explored all your options when it comes to managing your taxable income?
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how to set up your financial goals for success? This knight does.