It starts with you.
These days, it's more important than ever to make sure you have the right financial professional by your side. At my practice, I’ll work with you to design a strategy around you and your goals for your family, your business, or both. The process begins with getting to know you and understanding your needs. Only then can we develop an effective, targeted strategy. One that’s backed by not only my expertise and knowledge, but also by the resources and reputation of a company with over 175 years of experience. With me, it’s all about a relationship built on personalized service and mutual trust. It’s about making you feel confident about the future of your family and business. A future that starts with a conversation, today.
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.