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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Calculating your potential Social Security benefit is a three-step process.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
One way to find money is to examine your current spending habits and eliminate money wasters.
Learn more about women taking control of their finances with this infographic.
What kind of auto insurance should you have? Do you know?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Here’s a crash course on saving for college.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how to set up your financial goals for success? This knight does.
Here is a quick history of the Federal Reserve and an overview of what it does.
What does your home really cost?