I am passionate about helping people. I navigate my clients through the challenging world of investments, insurance, and financial planning.Personal finance is a common source of stress and anxiety, whether you are recently graduated or recently retired. As clients prepare to celebrate life events – the birth of a new child, starting a new job, the purchase of a home or retirement – new challenges arise. When I was younger, I enjoyed puzzles. I continue to take great satisfaction from the process of problem solving: identifying the issue, carefully formulating a strategic plan, then implementing and executing that plan. In our first discovery meeting, I listen to my clients tell me about their financial goals and financial concerns. I work with my clients towards a shared understanding of their current financial situation. I then utilize my knowledge to address their questions and avoid common pitfalls. We work together to ensure they are protected and they are properly managing risk.The ongoing relationship I have with my clients, founded on trust, open communication and a mutual desire for their success, enables us to create a financial plan that helps them feel a greater sense of confidence in the future. That feeling is one of the greatest rewards of financial planning.