As a Financial Planner/Advisor, my goal is to help families find the balance between short term and long term goals. After a first career in marketing and strategic planning, I know that every decision has implications, some of which may not been felt until much later. By evaluating decisions and actions beforehand, I can help clients “see” the scenarios and better understand the how they play out differently. As a Certified Financial Planner™, I embrace the fiduciary standard to always put clients' needs first.