Above all else, my passion for financial planning stems from empowering individuals to take control of their financial lives. Giving clients peace of mind when it comes to navigating their financial picture is something that motivates me to develop unique and personalized plans in their best interest. More importantly, I always put my client’s goals, dreams and passions at the forefront when it comes to financial planning.
Being able to help individuals, families and business owners not only manage wealth but maintain it with the hopes of creating generational wealth is why I do what I do. One of the reasons I began a fee-only firm was to provide clients with solutions built in their best interest - always. My experience at companies such as Merrill Lynch has helped me develop a breadth of industry knowledge that I apply when working with individuals on a personal level.
As the founder of Boardwalk Wealth management, I regularly meet with clients, rebalance their portfolios and offer 24/7 access to address their questions and concerns either in-person or virtually. I believe regular communication and ongoing education are key in providing long-term guidance to my clients.
I earned my bachelor’s degree from the University of Michigan and went on to earn my master’s degree from Wake Forest University.
I currently have my FINRA Series 7 and 66 registrations and am an Accredited Asset Management Specialist (AAMS).
When I’m not behind the desk or connecting with clients, I spend a great deal of time with my family. I also enjoy basketball and watching Michigan football.
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