I'm the relationship manager of our practice and lead client meetings, serve as the primary contact point, and translate complex financial and legal concepts into plain English. My nearly three decades in financial services across brokerage, banking, insurance, retirement planning, and wealth management give me a well-rounded perspective that helps clients navigate complicated decisions.

As a CPA, CPWA®, and CFP®, I focus heavily on tax-efficient strategies that save clients money both now and in retirement. I'm straightforward and honest in my communication. I answer questions on the spot and give you my genuine perspective. If I see potential issues or better alternatives, I'll share them with you directly: always with your best interests in mind and respect for your situation.

Outside the office, I'm a sports fan (though I watch less basketball since Michael Jordan retired). I love to read, play golf, and spend time with Paula. We have four kids, two daughters and two sons, who've taught us more about patience, resilience, and what really matters than any professional credential ever could.

I'm the organizational backbone of our practice. I manage client onboarding, maintain our systems and compliance protocols, and attend meetings to offer perspective and ensure action items get implemented. Clients appreciate the ways I ensure that no detail of their financial life falls through the cracks.

As a CPA with extensive accounting experience, I bring a tax-focused analytical approach to every client situation. I'm particularly effective providing clarity about wealth planning to all members of a family, including spouses and widows -- all with a healthy dose of empathy and understanding.

Outside of work, I choose quiet contentment over constant activity. I find genuine joy in reading, crafting, and creating a well-ordered home. My kids tease me about being "born an old lady," but I've learned that understanding what truly fills your cup, and honoring that, is its own form of wisdom!