I am a CERTIFIED FINANCIAL PLANNER™ professional with a practice focused on business owners, professionals and physicians. Areas of expertise include retirement planning, estate planning, risk management, and managing for tax efficiency. I bring a diverse professional background into all client relationships and am often able to bring unique ideas to my clients. I take pride in helping you navigate the complexities of your financial life by combining our core values with state of the art technology, good old fashioned listening skills and sound investing principles. I have expertise in assisting business owners to implement and manage retirement plans. I believe that successful plans are fee transparent, have active employee participation and use cost effective investment options that minimize conflicts of interest and reduce fiduciary liability for the plan's trustees.____________________________________________________United Advisor Group (“UAG”), d/b/a “Tasik Financial Strategies”, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser, “UAG/Tasik Financial Strategies”, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.